Mesa Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mesa Associates, 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, Mesa Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mesa Associates, Inc. under EIN 63-1029698 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,155 participants and $118,901,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mesa Associates, Inc.
EIN
63-1029698
Plan number
001
Plan type
2
Location
Madison, AL
Latest filing year
2023
Participants
1,155
End-of-year plan assets
$118,901,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,155H, C20241015172233NAL0029237553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,901,849
Total liabilities (EOY)
$0
Net assets (EOY)
$118,901,849
Net assets (BOY)
$98,445,233

Income & contributions

Employer contributions
$3,577,293
Participant contributions
$8,452,470
Total contributions
$13,480,570
Total income / additions
$29,637,101

Expenses & distributions

Benefits paid
$9,160,763
Administrative expenses
$18,204
Total expenses
$9,180,485
Net increase / (decrease)
$20,456,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,204$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages