2023 Form 5500 filing — Mega International, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240201144637NAL0014930035001) for Mega International, LLC 401(K) Plan, reported by Mega International, LLC under EIN 81-1823104 and plan number 001. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240201144637NAL0014930035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mega International, LLC
- EIN
- 81-1823104
- Plan number
- 001
- Location
- Beverly Hills, CA
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,783,851
- Total liabilities (EOY)
- $267,017
- Net assets (EOY)
- $17,516,834
- Employer contributions
- $0
- Participant contributions
- $2,351,217
- Total income / additions
- $11,231,291
- Benefits paid
- $2,307,613
- Administrative expenses
- $118,808
- Total expenses
- $2,467,231
- Net increase / (decrease)
- $8,764,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $58,869 | $0 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $52,309 | not reported in the loaded dataset |
| Cambridge Investment Group | INVESTMENT ADVISOR | $24,127 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $21,857 | $0 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $7,630 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGMT | $3,221 | not reported in the loaded dataset |