2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Mesa Developmental Services
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 20240923112004NAL0011294721001) for 403(B) Thrift Plan For Employees Of Mesa Developmental Services, reported by Mesa Developmental Services under EIN 84-6044855 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923112004NAL0011294721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mesa Developmental Services
- EIN
- 84-6044855
- Plan number
- 001
- Location
- Grand Junction, CO
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,411,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,411,726
- Employer contributions
- $67,726
- Participant contributions
- $151,754
- Total income / additions
- $942,412
- Benefits paid
- $331,654
- Administrative expenses
- $232
- Total expenses
- $331,949
- Net increase / (decrease)
- $610,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $232 | $0 |
| The Variable Annuity Life Ins. Co. | PREVIOUS RECORD KEEPER | $0 | not reported in the loaded dataset |