2023 Form 5500 filing — Medico 401(K) Retirement 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 20241017085705NAL0032899457001) for Medico 401(K) Retirement Plan, reported by Medico, LLC under EIN 72-0751306 and plan number 001. It reports 2,832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,752,050
Participants2.8K2,832
Provider compensation$64.2K3 Schedule C row(s)$64,225
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241017085705NAL0032899457001
- Plan sponsor
- Medico, LLC
- EIN
- 72-0751306
- Plan number
- 001
- Location
- Ridgeland, MS
- Received date
- not reported in the loaded dataset
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,752,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,752,050
- Employer contributions
- $750,000
- Participant contributions
- $1,626,362
- Total income / additions
- $2,753,934
- Benefits paid
- $195,991
- Administrative expenses
- $64,225
- Total expenses
- $308,888
- Net increase / (decrease)
- $2,445,046
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price | RECORDKEEPER | $25,377 | $0 |
| Hub International Midwest Ltd | TPA | $19,440 | not reported in the loaded dataset |
| Tauzin Wealth Management | INVESTMENT ADVISOR | $19,408 | not reported in the loaded dataset |