Megacorp Logistics, LLC 401(K) Plan — Form 5500 plan (Megacorp Logistics, LLC)

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, Megacorp Logistics, LLC 401(K) Plan is a benefit plan reported by Megacorp Logistics, LLC under EIN 26-4398941 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $22,771,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Megacorp Logistics, LLC
EIN
26-4398941
Plan number
001
Plan type
2
Location
Wilmington, NC
Latest filing year
2023
Participants
660
End-of-year plan assets
$22,771,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023660H, C20240925125144NAL0005459859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,771,854
Total liabilities (EOY)
$0
Net assets (EOY)
$22,771,854
Net assets (BOY)
$15,339,296

Income & contributions

Employer contributions
$591,525
Participant contributions
$4,127,762
Total contributions
$4,979,215
Total income / additions
$8,255,214

Expenses & distributions

Benefits paid
$621,706
Administrative expenses
$174,872
Total expenses
$822,656
Net increase / (decrease)
$7,432,558

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesSERVICE PROVIDER$56,515not reported in the loaded dataset2023
Trinity Pension GroupTPA$0$23,0362023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023

Related Form 5500 pages