2023 Form 5500 filing — Medeanalytics 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 20241011150318NAL0012654771001) for Medeanalytics 401(K) Plan, reported by Medeanalytics, Inc. under EIN 94-3189331 and plan number 001. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150318NAL0012654771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medeanalytics, Inc.
- EIN
- 94-3189331
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,044,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,044,438
- Employer contributions
- $488,383
- Participant contributions
- $2,459,408
- Total income / additions
- $9,062,606
- Benefits paid
- $3,001,676
- Administrative expenses
- $74,658
- Total expenses
- $3,090,611
- Net increase / (decrease)
- $5,971,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,233 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $17,500 | not reported in the loaded dataset |
| Clifton Larson Allen | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $8,750 | not reported in the loaded dataset |
| Creative Planning LLC | ADVISOR | $8,750 | not reported in the loaded dataset |