2023 Form 5500 filing — Non-Union Employees 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 20240819141829NAL0000997587001) for Non-Union Employees 401(K) Plan, reported by Megalodon Midco, LLC under EIN 87-3643212 and plan number 003. It reports 2,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$145.3MReported net assets$145,328,796

Participants2.6K2,616

Provider compensation$364.3K4 Schedule C row(s)$364,294

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240819141829NAL0000997587001
Plan sponsor: Megalodon Midco, LLC
EIN: 87-3643212
Plan number: 003
Location: Auburn Hills, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$145.3M total assets

Net assets$145.3MLiabilities$0

Money in vs. money out

Total income / additions$32.6M

Total expenses$35.7M

Benefits paid / distributions$35.3M

Contributions

Employer$3.1M

Participant$5.7M

Full reported line items

Total assets (EOY): $145,328,796
Total liabilities (EOY): $0
Net assets (EOY): $145,328,796
Employer contributions: $3,070,339
Participant contributions: $5,659,598
Total income / additions: $32,563,920
Benefits paid: $35,339,672
Administrative expenses: $311,148
Total expenses: $35,650,820
Net increase / (decrease): -$3,086,900

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$311.2K
CONTRACT ADMINISTRATOR · Direct $311.2K · Indirect $0
2
Lincoln Financial Advisors Corporat$53.1K
OTHER SERVICES · Direct $0 · Indirect $53.1K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819141829NAL0000997587001 cover?: It is the 2023 Form 5500 filing for Non-Union Employees 401(K) Plan, reported by Megalodon Midco, LLC (EIN 87-3643212).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).