2023 Form 5500 filing — Medallion Operating Company, LLC 401k 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 20250116092617NAL0013603699001) for Medallion Operating Company, LLC 401k Plan, reported by Medallion Operating Company, LLC under EIN 45-4004852 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)$14.7MReported net assets$14,716,029

Participants183

Provider compensation$40.2K2 Schedule C row(s)$40,246

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250116092617NAL0013603699001
Plan sponsor: Medallion Operating Company, LLC
EIN: 45-4004852
Plan number: 001
Location: Irving, TX
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)$14.7M total assets

Net assets$14.7MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$1.8M

Benefits paid / distributions$1.8M

Contributions

Employer$1.1M

Participant$1.4M

Full reported line items

Total assets (EOY): $14,716,029
Total liabilities (EOY): $0
Net assets (EOY): $14,716,029
Employer contributions: $1,117,349
Participant contributions: $1,421,588
Total income / additions: $4,961,683
Benefits paid: $1,802,517
Administrative expenses: $40,246
Total expenses: $1,842,763
Net increase / (decrease): $3,118,920

Schedule C

Reported service provider compensation

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

1
Oneamerica Retirement Services LLC$40.2K
NONE · Direct $40.2K
2
Matrix Trust Company$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250116092617NAL0013603699001 cover?: It is the 2023 Form 5500 filing for Medallion Operating Company, LLC 401k Plan, reported by Medallion Operating Company, LLC (EIN 45-4004852).
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).