2023 Form 5500 filing — Med One Capital Funding, LLC Plan

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 20240723151615NAL0006743987001) for Med One Capital Funding, LLC Plan, reported by Med One Capital Funding, LLC under EIN 87-0678357 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,489,846
Participants308
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723151615NAL0006743987001
Plan sponsor
Med One Capital Funding, LLC
EIN
87-0678357
Plan number
001
Location
Sandy, UT
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$746.6K
Benefits paid / distributions$708.3K
Contributions
Employer$505.5K
Participant$991.3K
Full reported line items
Total assets (EOY)
$11,489,846
Total liabilities (EOY)
$0
Net assets (EOY)
$11,489,846
Employer contributions
$505,509
Participant contributions
$991,326
Total income / additions
$3,360,663
Benefits paid
$708,268
Administrative expenses
$38,339
Total expenses
$746,607
Net increase / (decrease)
$2,614,056
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $0
  2. 2
    INVESTMENT ADVISOR · Direct $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723151615NAL0006743987001 cover?
It is the 2023 Form 5500 filing for Med One Capital Funding, LLC Plan, reported by Med One Capital Funding, LLC (EIN 87-0678357).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages