2023 Form 5500 filing — Muscular Dystrophy Association, Inc. Savings 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 20240806131404NAL0002287153001) for Muscular Dystrophy Association, Inc. Savings Plan, reported by Muscular Dystrophy Association, Inc. under EIN 13-1665552 and plan number 003. It reports 665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806131404NAL0002287153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Muscular Dystrophy Association, Inc.
- EIN
- 13-1665552
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 665
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,998,427
- Net assets (EOY)
- $19,998,427
- Employer contributions
- $411,548
- Participant contributions
- $1,167,323
- Total income / additions
- $5,013,720
- Benefits paid
- $1,466,709
- Administrative expenses
- $89,303
- Total expenses
- $1,566,625
- Net increase / (decrease)
- $3,447,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $46,077 | $0 |
| Merrill Lynch, Pierce, Fenner And S | ADVISOR | $43,074 | not reported in the loaded dataset |