2023 Form 5500 filing — Meda Retirement 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 20241013125934NAL0014074915001) for Meda Retirement Savings Plan, reported by Mission Economic Development Agency under EIN 51-0187791 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013125934NAL0014074915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mission Economic Development Agency
- EIN
- 51-0187791
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,254,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,254,286
- Employer contributions
- $224,462
- Participant contributions
- $753,313
- Total income / additions
- $1,807,953
- Benefits paid
- $470,825
- Administrative expenses
- $32,155
- Total expenses
- $521,479
- Net increase / (decrease)
- $1,286,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,155 | $0 |
| Three Bell Capital | INVESTMENT ADVISORY | $0 | $15,291 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |