Md2 International, LLC Retirement Trust — Form 5500 plan (Md2 International, 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, Md2 International, LLC Retirement Trust is a benefit plan reported by Md2 International, LLC under EIN 91-2060837 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $26,867,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Md2 International, LLC
- EIN
- 91-2060837
- Plan number
- 002
- Plan type
- 3
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $26,867,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241014173130NAL0027988721003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,867,758
- Net assets (EOY)
- $26,867,758
- Net assets (BOY)
- $20,743,699
Income & contributions
- Employer contributions
- $2,099,689
- Participant contributions
- $1,900,009
- Total contributions
- $4,065,986
- Total income / additions
- $8,067,020
Expenses & distributions
- Benefits paid
- $1,772,773
- Administrative expenses
- $170,188
- Total expenses
- $1,942,961
- Net increase / (decrease)
- $6,124,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $78,655 | $0 | 2023 |
| M Holdings Securities, Inc. | NONE | $53,676 | $0 | 2023 |
| Park + Elm Investment Advisers | NONE | $17,892 | $0 | 2023 |
| Hunnex And Shoemaker, Inc. | NONE | $1,474 | $334 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Md2 International, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Transamerica Retirement Solutions — Schedule C compensation
- M Holdings Securities, Inc. — Schedule C compensation
- Park + Elm Investment Advisers — Schedule C compensation
- Hunnex And Shoemaker, Inc. — Schedule C compensation