2023 Form 5500 filing — Mesa Fully Formed 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 20240927111855NAL0001200579001) for Mesa Fully Formed 401(K) Plan, reported by Mesa Fully Formed, LLC under EIN 27-1260137 and plan number 001. It reports 334 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)$2.9MReported net assets$2,858,471
Participants334
Provider compensation$15.9K1 Schedule C row(s)$15,880
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927111855NAL0001200579001
Plan sponsor
Mesa Fully Formed, LLC
EIN
27-1260137
Plan number
001
Location
Mesa, AZ
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)$2.9M total assets
Net assets$2.9MLiabilities$5.6K
Money in vs. money out
Total income / additions$1.1M
Total expenses$219.8K
Benefits paid / distributions$201.2K
Contributions
Employer$208K
Participant$496K
Full reported line items
Total assets (EOY)
$2,864,104
Total liabilities (EOY)
$5,633
Net assets (EOY)
$2,858,471
Employer contributions
$208,019
Participant contributions
$496,043
Total income / additions
$1,081,725
Benefits paid
$201,215
Administrative expenses
$18,131
Total expenses
$219,768
Net increase / (decrease)
$861,957
Schedule C

Reported service provider compensation

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

  1. 1
    TRUST RECORDKEEPER · Direct $15.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927111855NAL0001200579001 cover?
It is the 2023 Form 5500 filing for Mesa Fully Formed 401(K) Plan, reported by Mesa Fully Formed, LLC (EIN 27-1260137).
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