2023 Form 5500 filing — Mears Destination Services, Inc. 401(K) Savings 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 20241011101442NAL0036622064001) for Mears Destination Services, Inc. 401(K) Savings Plan, reported by Mears Destination Services, Inc under EIN 59-2260852 and plan number 002. It reports 621 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)$23.4MReported net assets$23,385,542
Participants621
Provider compensation$59.4K3 Schedule C row(s)$59,418
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011101442NAL0036622064001
Plan sponsor
Mears Destination Services, Inc
EIN
59-2260852
Plan number
002
Location
Orlando, FL
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)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$375.3K
Participant$1.3M
Full reported line items
Total assets (EOY)
$23,385,542
Total liabilities (EOY)
$0
Net assets (EOY)
$23,385,542
Employer contributions
$375,285
Participant contributions
$1,279,467
Total income / additions
$5,332,508
Benefits paid
$2,464,304
Administrative expenses
$59,418
Total expenses
$2,603,673
Net increase / (decrease)
$2,728,835
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $45.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11.7K
  3. 3
    INVESTMENT ADVISOR · Direct $2.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011101442NAL0036622064001 cover?
It is the 2023 Form 5500 filing for Mears Destination Services, Inc. 401(K) Savings Plan, reported by Mears Destination Services, Inc (EIN 59-2260852).
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