2023 Form 5500 filing — Mtgl, Inc. 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515185320NAL0059305360001) for Mtgl, Inc. 401(K) Profit Sharing Plan & Trust, reported by Mtgl, Inc. under EIN 33-0580168 and plan number 001. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,968,584
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515185320NAL0059305360001
Plan sponsor
Mtgl, Inc.
EIN
33-0580168
Plan number
001
Location
Anaheim, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$702.6K
Total expenses$39.2K
Benefits paid / distributions$15.1K
Contributions
Employer$0
Participant$164.7K
Full reported line items
Total assets (EOY)
$3,968,584
Total liabilities (EOY)
$0
Net assets (EOY)
$3,968,584
Employer contributions
$0
Participant contributions
$164,674
Total income / additions
$702,631
Benefits paid
$15,062
Administrative expenses
$3,074
Total expenses
$39,223
Net increase / (decrease)
$663,408

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515185320NAL0059305360001 cover?
It is the 2023 Form 5500 filing for Mtgl, Inc. 401(K) Profit Sharing Plan & Trust, reported by Mtgl, Inc. (EIN 33-0580168).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages