2023 Form 5500 filing — Medium 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 20241015154731NAL0050269664001) for Medium 401(K) Plan, reported by A Medium Corporation under EIN 45-2768864 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154731NAL0050269664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A Medium Corporation
- EIN
- 45-2768864
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,129,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,129,877
- Participant contributions
- $939,899
- Total income / additions
- $3,168,535
- Benefits paid
- $1,145,048
- Administrative expenses
- $28,769
- Total expenses
- $1,173,817
- Net increase / (decrease)
- $1,994,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Three Bell Capital LLC | NONE | $25,528 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $3,241 | $0 |