Ms Private Equity, Llc 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020, when $2.29 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Ms Private Equity, Llc 401(k) Plan Facts (plan year 2020)

Plan name
MS INVESTMENT HOLDING COMPANY FINANCIAL FREEDOM 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
MS PRIVATE EQUITY, LLC
Participants
129
Former employees with a balance
0
Employer contributions
$26,849 in plan year 2020 (29% of all contributions)
Recordkeeper
Professional Capital Services, Llc
Plan year
Jan 1, 2020 – Nov 9, 2020
Plan established
Dec 4, 2015
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Nov 9, 2020), filed Sep 15, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $91,255 went into the plan in contributions, $26,849 of it from the employer (29%).
  • $644,718 was paid out to participants.
  • Investment and other income added $47,122.

How the Ms Private Equity, Llc 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201566$3,784——
201664$2.11 million$85,144$11,859
2017107$2.78 million$148,659$219,886
2018172$2.82 million$145,036$262,387
2019173$2.82 million$120,456$649,115
2020 (final)129$0$26,849$644,718

Ms Private Equity, Llc 401(k) Contact Information

Phone
317-582-6949
Mailing address
14390 CLAY TERRACE BLVD., SUITE 205, CARMEL IN 46032
Plan sponsor
MS PRIVATE EQUITY, LLC
Employer identification number (EIN)
81-0703662
Plan number
001

Questions about the Ms Private Equity, Llc 401(k)

Is the Ms Private Equity, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Ms Private Equity, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $26,849, 29% of all contributions.

Does the Ms Private Equity, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Ms Private Equity, Llc 401(k) plan?

129 participants at the start of plan year 2020.

Who manages the Ms Private Equity, Llc 401(k) accounts?

PCS Retirement (listed on the filing as PROFESSIONAL CAPITAL SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

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