2023 Form 5500 filing — Medrio 401(K) Profit Sharing 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 20241011121915NAL0012474339001) for Medrio 401(K) Profit Sharing Plan, reported by Medrio under EIN 74-3175783 and plan number 001. It reports 183 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)$9.3MReported net assets$9,308,075
Participants183
Provider compensation$8.4K1 Schedule C row(s)$8,415
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011121915NAL0012474339001
Plan sponsor
Medrio
EIN
74-3175783
Plan number
001
Location
San Francisco, CA
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)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$896.5K
Benefits paid / distributions$882.5K
Contributions
Employer$326.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$9,308,075
Total liabilities (EOY)
$0
Net assets (EOY)
$9,308,075
Employer contributions
$326,079
Participant contributions
$1,387,299
Total income / additions
$3,096,331
Benefits paid
$882,520
Administrative expenses
$8,415
Total expenses
$896,467
Net increase / (decrease)
$2,199,864
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $8.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011121915NAL0012474339001 cover?
It is the 2023 Form 5500 filing for Medrio 401(K) Profit Sharing Plan, reported by Medrio (EIN 74-3175783).
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