Mesa Air Group Inc 401k Plan — Form 5500 plan (Mesa Air Group 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 Air Group Inc 401k Plan is a benefit plan reported by Mesa Air Group Inc under EIN 85-0302351 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,767 participants and $107,536,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mesa Air Group Inc
EIN
85-0302351
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
3,767
End-of-year plan assets
$107,536,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,767H, C20240723175705NAL0011824209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,536,471
Total liabilities (EOY)
$7,031
Net assets (EOY)
$107,529,440
Net assets (BOY)
$94,297,037

Income & contributions

Employer contributions
$2,891,232
Participant contributions
$10,404,545
Total contributions
$13,509,804
Total income / additions
$28,838,415

Expenses & distributions

Benefits paid
$15,090,267
Administrative expenses
$358,514
Total expenses
$15,606,012
Net increase / (decrease)
$13,232,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$211,416$02023
Morgan Stanley Global BankingCONSULTANT$147,098not reported in the loaded dataset2023

Related Form 5500 pages