2023 Form 5500 filing — Medvantx 401(K) 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 20241014103345NAL0045633584001) for Medvantx 401(K) Retirement Plan, reported by Medvantx, Inc. under EIN 33-0888232 and plan number 001. It reports 250 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)$5MReported net assets$5,040,199
Participants250
Provider compensation$27.8K4 Schedule C row(s)$27,785
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014103345NAL0045633584001
- Plan sponsor
- Medvantx, Inc.
- EIN
- 33-0888232
- Plan number
- 001
- Location
- San Diego, CA
- 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)$5M total assets
Net assets$5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,040,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,040,199
- Employer contributions
- $442,645
- Participant contributions
- $1,002,002
- Total income / additions
- $2,151,667
- Benefits paid
- $810,867
- Administrative expenses
- $22,522
- Total expenses
- $835,541
- Net increase / (decrease)
- $1,316,126
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $13,557 | $0 |
| Empower Trust Company, LLC | RECORDKEEPER | $6,922 | $0 |
| Compass Retirement Consulting Group | CONTRACT ADMIN | $5,018 | $0 |
| J P Morgan Broker-Dealer Holdings | INVESTMENT ADVISOR | $2,288 | $0 |