2023 Form 5500 filing — Medbridge 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 20241015164512NAL0029155505001) for Medbridge 401(K) Plan, reported by Medbridge Development Company Lp under EIN 77-0454805 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,423,964
Participants185
Provider compensation$16.7K1 Schedule C row(s)$16,714
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015164512NAL0029155505001
Plan sponsor
Medbridge Development Company Lp
EIN
77-0454805
Plan number
001
Location
Santa Barbara, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$193.5K
Benefits paid / distributions$175.6K
Contributions
EmployerNot reported
Participant$428.8K
Full reported line items
Total assets (EOY)
$3,423,964
Total liabilities (EOY)
$0
Net assets (EOY)
$3,423,964
Participant contributions
$428,782
Total income / additions
$1,073,335
Benefits paid
$175,612
Administrative expenses
$17,900
Total expenses
$193,512
Net increase / (decrease)
$879,823
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Vestwell$16.7K
    RECORDKEEPER · Direct $16.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015164512NAL0029155505001 cover?
It is the 2023 Form 5500 filing for Medbridge 401(K) Plan, reported by Medbridge Development Company Lp (EIN 77-0454805).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages