2023 Form 5500 filing — Md2 International, LLC Retirement Trust
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 20241014173130NAL0027988721003) for Md2 International, LLC Retirement Trust, reported by Md2 International, LLC under EIN 91-2060837 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173130NAL0027988721003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Md2 International, LLC
- EIN
- 91-2060837
- Plan number
- 002
- Location
- Bellevue, WA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,867,758
- Net assets (EOY)
- $26,867,758
- Employer contributions
- $2,099,689
- Participant contributions
- $1,900,009
- Total income / additions
- $8,067,020
- Benefits paid
- $1,772,773
- Administrative expenses
- $170,188
- Total expenses
- $1,942,961
- Net increase / (decrease)
- $6,124,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $78,655 | $0 |
| M Holdings Securities, Inc. | NONE | $53,676 | $0 |
| Park + Elm Investment Advisers | NONE | $17,892 | $0 |
| Hunnex And Shoemaker, Inc. | NONE | $1,474 | $334 |