2023 Form 5500 filing — Mga Home Healthcare 401(K) 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 20241014131718NAL0026241441001) for Mga Home Healthcare 401(K) Plan, reported by Mhh Holdings Iii, LLC under EIN 84-4074494 and plan number 001. It reports 2,737 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)$15.6MReported net assets$15,611,076
Participants2.7K2,737
Provider compensation$154.1K2 Schedule C row(s)$154,133
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014131718NAL0026241441001
- Plan sponsor
- Mhh Holdings Iii, LLC
- EIN
- 84-4074494
- Plan number
- 001
- Location
- Scottsdale, AZ
- 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)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,611,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,611,076
- Employer contributions
- $366,752
- Participant contributions
- $3,208,538
- Total income / additions
- $6,141,402
- Benefits paid
- $1,072,881
- Administrative expenses
- $124,472
- Total expenses
- $1,216,501
- Net increase / (decrease)
- $4,924,901
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,471 | $0 |
| Harbor Investment Advisory LLC | INVESTMENT ADVISORY | $0 | $29,662 |