Medico 401(K) Plan — Form 5500 plan (Medico Construction Equipment, 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, Medico 401(K) Plan is a benefit plan reported by Medico Construction Equipment, Inc. under EIN 84-3329376 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $11,036,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medico Construction Equipment, Inc.
- EIN
- 84-3329376
- Plan number
- 001
- Plan type
- 2
- Location
- Wilkes-Barre, PA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $11,036,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240917154146NAL0003154689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,036,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,036,316
- Net assets (BOY)
- $10,260,082
Income & contributions
- Employer contributions
- $168,645
- Participant contributions
- $499,068
- Total contributions
- $684,787
- Total income / additions
- $2,025,913
Expenses & distributions
- Benefits paid
- $1,221,688
- Administrative expenses
- $27,991
- Total expenses
- $1,249,679
- Net increase / (decrease)
- $776,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jacobi Capital Management LLC | OTHER | $26,503 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,416 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medico Construction Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes-Barre, PA
- Jacobi Capital Management LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation