Medeanalytics 401(K) Plan — Form 5500 plan (Medeanalytics, 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, Medeanalytics 401(K) Plan is a benefit plan reported by Medeanalytics, Inc. under EIN 94-3189331 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $30,044,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medeanalytics, Inc.
- EIN
- 94-3189331
- Plan number
- 001
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $30,044,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20241011150318NAL0012654771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,044,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,044,438
- Net assets (BOY)
- $24,072,443
Income & contributions
- Employer contributions
- $488,383
- Participant contributions
- $2,459,408
- Total contributions
- $4,245,786
- Total income / additions
- $9,062,606
Expenses & distributions
- Benefits paid
- $3,001,676
- Administrative expenses
- $74,658
- Total expenses
- $3,090,611
- Net increase / (decrease)
- $5,971,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,233 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $17,500 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $8,750 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | ADVISOR | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medeanalytics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Creative Planning LLC — Schedule C compensation