Plan5500

Md7 401(K) Plan — Form 5500 plan (Md7, 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, Md7 401(K) Plan is a benefit plan reported by Md7, LLC under EIN 41-2187947 and plan number 002. The latest loaded filing year is 2023. The filing reports 369 participants and $8,582,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Md7, LLC
EIN
41-2187947
Plan number
002
Plan type
2
Location
Allen, TX
Latest filing year
2023
Participants
369
End-of-year plan assets
$8,582,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241015123010NAL0029632465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,582,457
Total liabilities (EOY)
$0
Net assets (EOY)
$8,582,457
Net assets (BOY)
$8,087,513

Income & contributions

Employer contributions
$0
Participant contributions
$769,462
Total contributions
$776,050
Total income / additions
$2,193,913

Expenses & distributions

Benefits paid
$1,660,628
Administrative expenses
$29,737
Total expenses
$1,698,969
Net increase / (decrease)
$494,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$20,226not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,511not reported in the loaded dataset2023

Related Form 5500 pages