2023 Form 5500 filing — Metagenics LLC 401(K) Retirement 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 20240801184500NAL0051990402001) for Metagenics LLC 401(K) Retirement Plan, reported by Metagenics LLC under EIN 95-3841881 and plan number 002. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801184500NAL0051990402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metagenics LLC
- EIN
- 95-3841881
- Plan number
- 002
- Location
- Aliso Viejo, CA
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,321,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,321,718
- Employer contributions
- $1,477,421
- Participant contributions
- $3,592,477
- Total income / additions
- $13,400,173
- Benefits paid
- $7,104,046
- Administrative expenses
- $130,190
- Total expenses
- $7,237,511
- Net increase / (decrease)
- $6,162,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,837 | $0 |
| Nfp Retirement, Inc | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Smith And Howard | ACCOUNTANT/AUDITOR | $15,122 | not reported in the loaded dataset |
| Marcum Llp | ACCOUNTANT/AUDITOR | $9,230 | not reported in the loaded dataset |