2023 Form 5500 filing — Mission Essential Group, LLC Retirement 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 20241014082643NAL0052790258001) for Mission Essential Group, LLC Retirement Plan, reported by The Mission Essential Group, LLC under EIN 83-2779739 and plan number 001. It reports 1,079 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)$36.1MReported net assets$36,106,247
Participants1.1K1,079
Provider compensation$1951 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014082643NAL0052790258001
Plan sponsor
The Mission Essential Group, LLC
EIN
83-2779739
Plan number
001
Location
New Albany, OH
Received date
not reported in the loaded dataset
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)$36.1M total assets
Net assets$36.1MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$5M
Benefits paid / distributions$4.9M
Contributions
Employer$788.4K
Participant$2.5M
Full reported line items
Total assets (EOY)
$36,106,247
Total liabilities (EOY)
$0
Net assets (EOY)
$36,106,247
Employer contributions
$788,411
Participant contributions
$2,502,109
Total income / additions
$9,491,307
Benefits paid
$4,933,120
Administrative expenses
$195
Total expenses
$5,008,855
Net increase / (decrease)
$4,482,452

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$195$0

Related Form 5500 pages