Mission Wealth Management Lp — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mission Wealth Management Lp is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $33,831 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $33,831
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $33,831
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $16,436 |
| San Diego Diagnostic Radiology Medical Group, Inc. | CA | 1 | $9,473 |
| Advocate Aurora Health, Inc | WI | 1 | $7,922 |
| Barrington Orthopedic Specialists, Ltd. | IL | 1 | $0 |
State footprint
Plans reporting Mission Wealth Management Lp are sponsored in IL (2), CA (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $16,436 | not reported in the loaded dataset |
| San Diego Diagnostic Radiology Medical Group, Inc. | San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan | 2023 | $9,473 | not reported in the loaded dataset |
| Advocate Aurora Health, Inc | Advocate Aurora Health 401(K) Plan | 2023 | $7,922 | not reported in the loaded dataset |
| Barrington Orthopedic Specialists, Ltd. | Barrington Orthopedic Specialists, Ltd. 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan (plan 002)
- San Diego Diagnostic Radiology Medical Group, Inc. — all reported plans
- Advocate Aurora Health 401(K) Plan (plan 004)
- Advocate Aurora Health, Inc — all reported plans
- Barrington Orthopedic Specialists, Ltd. 401(K) Profit Sharing Plan (plan 003)
- Barrington Orthopedic Specialists, Ltd. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources