2023 Form 5500 filing — The Md Group LLC 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 20241004090526NAL0006533235001) for The Md Group LLC 401(K) Profit Sharing Plan & Trust, reported by The Md Group LLC under EIN 16-1637149 and plan number 002. It reports 586 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)$19.7MReported net assets$19,675,457
Participants586
Provider compensation$101.2K3 Schedule C row(s)$101,209
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004090526NAL0006533235001
Plan sponsor
The Md Group LLC
EIN
16-1637149
Plan number
002
Location
Rio, WI
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)$19.7M total assets
Net assets$19.7MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$578.6K
Participant$1.3M
Full reported line items
Total assets (EOY)
$19,675,457
Total liabilities (EOY)
$0
Net assets (EOY)
$19,675,457
Employer contributions
$578,551
Participant contributions
$1,321,768
Total income / additions
$5,314,089
Benefits paid
$1,253,520
Administrative expenses
$102,125
Total expenses
$1,361,725
Net increase / (decrease)
$3,952,364
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $60.4K
  2. 2
    RECORDKEEPER · Direct $35K
  3. 3
    CONTRACT ADMINISTRATOR · Direct $5.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004090526NAL0006533235001 cover?
It is the 2023 Form 5500 filing for The Md Group LLC 401(K) Profit Sharing Plan & Trust, reported by The Md Group LLC (EIN 16-1637149).
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