Plan5500

Muscular Dystrophy Association, Inc. Savings Plan — Form 5500 plan (Muscular Dystrophy Association, Inc.)

Plain-English plan 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, Muscular Dystrophy Association, Inc. Savings Plan is a benefit plan reported by Muscular Dystrophy Association, Inc. under EIN 13-1665552 and plan number 003. The latest loaded filing year is 2023. The filing reports 665 participants and $19,998,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Muscular Dystrophy Association, Inc.
EIN
13-1665552
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
665
End-of-year plan assets
$19,998,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023665H, C20240806131404NAL0002287153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,998,427
Net assets (EOY)
$19,998,427
Net assets (BOY)
$16,546,686

Income & contributions

Employer contributions
$411,548
Participant contributions
$1,167,323
Total contributions
$1,872,321
Total income / additions
$5,013,720

Expenses & distributions

Benefits paid
$1,466,709
Administrative expenses
$89,303
Total expenses
$1,566,625
Net increase / (decrease)
$3,447,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$46,077$02023
Merrill Lynch, Pierce, Fenner And SADVISOR$43,074not reported in the loaded dataset2023

Related Form 5500 pages