2023 Form 5500 filing — Mhbd 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 20250130154027NAL0000645987001) for Mhbd 401(K) Retirement Plan, reported by Medici Technologies, LLC under EIN 81-1053040 and plan number 001. It reports 231 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)$5.3MReported net assets$5,271,845
Participants231
Provider compensation$19.7K3 Schedule C row(s)$19,653
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250130154027NAL0000645987001
- Plan sponsor
- Medici Technologies, LLC
- EIN
- 81-1053040
- Plan number
- 001
- Location
- Austin, TX
- 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)$5.3M total assets
Net assets$5.3MLiabilities$49.1K
Full reported line items
- Total assets (EOY)
- $5,320,951
- Total liabilities (EOY)
- $49,106
- Net assets (EOY)
- $5,271,845
- Employer contributions
- $129,275
- Participant contributions
- $759,962
- Total income / additions
- $1,664,572
- Benefits paid
- $164,805
- Administrative expenses
- $36,203
- Total expenses
- $248,179
- Net increase / (decrease)
- $1,416,393
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors | RIA | $17,792 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $971 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | RIA | $890 | not reported in the loaded dataset |