2023 Form 5500 filing — Mge Underground, Inc. 401k 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 20240926130130NAL0000679009001) for Mge Underground, Inc. 401k Plan, reported by Mge Underground, Inc. under EIN 77-0514177 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926130130NAL0000679009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mge Underground, Inc.
- EIN
- 77-0514177
- Plan number
- 001
- Location
- Paso Robles, CA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,553,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,553,249
- Employer contributions
- $748,886
- Participant contributions
- $681,654
- Total income / additions
- $3,735,431
- Benefits paid
- $132,827
- Administrative expenses
- $57,167
- Total expenses
- $212,391
- Net increase / (decrease)
- $3,523,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Evolve | RECORDKEEPER | $23,291 | $0 |
| Corvus Wealth | ADVISOR | $20,425 | $0 |
| Hicks Pension Services | TPA | $10,665 | $0 |
| Charles Schwab Trust Bank | CUSTODIAN | $2,786 | $0 |