Metagenics LLC 401(K) Retirement Plan — Form 5500 plan (Metagenics 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, Metagenics LLC 401(K) Retirement Plan is a benefit plan reported by Metagenics LLC under EIN 95-3841881 and plan number 002. The latest loaded filing year is 2023. The filing reports 730 participants and $50,321,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metagenics LLC
- EIN
- 95-3841881
- Plan number
- 002
- Plan type
- 2
- Location
- Aliso Viejo, CA
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $50,321,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H, C | 20240801184500NAL0051990402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,321,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,321,718
- Net assets (BOY)
- $44,159,056
Income & contributions
- Employer contributions
- $1,477,421
- Participant contributions
- $3,592,477
- Total contributions
- $5,976,541
- Total income / additions
- $13,400,173
Expenses & distributions
- Benefits paid
- $7,104,046
- Administrative expenses
- $130,190
- Total expenses
- $7,237,511
- Net increase / (decrease)
- $6,162,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,837 | $0 | 2023 |
| Nfp Retirement, Inc | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Smith And Howard | ACCOUNTANT/AUDITOR | $15,122 | not reported in the loaded dataset | 2023 |
| Marcum Llp | ACCOUNTANT/AUDITOR | $9,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metagenics LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Aliso Viejo, CA
- Fidelity Investments Institutional — Schedule C compensation
- Nfp Retirement, Inc — Schedule C compensation
- Smith And Howard — Schedule C compensation
- Marcum Llp — Schedule C compensation