2023 Form 5500 filing — Megastar Financial Corp. 401(K) 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 20240829121042NAL0027182322001) for Megastar Financial Corp. 401(K) Plan, reported by Megastar Financial Corp. under EIN 84-1496821 and plan number 001. It reports 186 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)$17MReported net assets$17,006,514
Participants186
Provider compensation$77.6K3 Schedule C row(s)$77,638
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829121042NAL0027182322001
Plan sponsor
Megastar Financial Corp.
EIN
84-1496821
Plan number
001
Location
Denver, CO
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)$17M total assets
Net assets$17MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$725
Participant$649.4K
Full reported line items
Total assets (EOY)
$17,006,514
Total liabilities (EOY)
$0
Net assets (EOY)
$17,006,514
Employer contributions
$725
Participant contributions
$649,404
Total income / additions
$3,426,768
Benefits paid
$1,368,353
Administrative expenses
$77,638
Total expenses
$1,480,304
Net increase / (decrease)
$1,946,464
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $41.7K
  2. 2
    RECORDKEEPER · Direct $31.7K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $4.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829121042NAL0027182322001 cover?
It is the 2023 Form 5500 filing for Megastar Financial Corp. 401(K) Plan, reported by Megastar Financial Corp. (EIN 84-1496821).
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