2023 Form 5500 filing — Mechanical Dynamics & Analysis 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 20241011133725NAL0012544387001) for Mechanical Dynamics & Analysis LLC 401(K) Plan, reported by Mechanical Dynamics & Analysis LLC under EIN 20-3400458 and plan number 001. It reports 688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133725NAL0012544387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mechanical Dynamics & Analysis LLC
- EIN
- 20-3400458
- Plan number
- 001
- Location
- Latham, NY
- Participants
- 688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,030,764
- Total liabilities (EOY)
- $1,202
- Net assets (EOY)
- $104,029,562
- Employer contributions
- $3,254,973
- Participant contributions
- $6,717,237
- Total income / additions
- $27,996,275
- Benefits paid
- $6,968,204
- Administrative expenses
- $96,647
- Total expenses
- $7,065,444
- Net increase / (decrease)
- $20,930,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $37,127 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,500 | $0 |