Medvantx 401(K) Retirement Plan — Form 5500 plan (Medvantx, Inc.)
Plain-English plan 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, Medvantx 401(K) Retirement Plan is a benefit plan reported by Medvantx, Inc. under EIN 33-0888232 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $5,040,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medvantx, Inc.
- EIN
- 33-0888232
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $5,040,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241014103345NAL0045633584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,040,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,040,199
- Net assets (BOY)
- $3,724,073
Income & contributions
- Employer contributions
- $442,645
- Participant contributions
- $1,002,002
- Total contributions
- $1,530,107
- Total income / additions
- $2,151,667
Expenses & distributions
- Benefits paid
- $810,867
- Administrative expenses
- $22,522
- Total expenses
- $835,541
- Net increase / (decrease)
- $1,316,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $13,557 | $0 | 2023 |
| Empower Trust Company, LLC | RECORDKEEPER | $6,922 | $0 | 2023 |
| Compass Retirement Consulting Group | CONTRACT ADMIN | $5,018 | $0 | 2023 |
| J P Morgan Broker-Dealer Holdings | INVESTMENT ADVISOR | $2,288 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medvantx, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Morgan Stanley — Schedule C compensation
- Empower Trust Company, LLC — Schedule C compensation
- Compass Retirement Consulting Group — Schedule C compensation
- J P Morgan Broker-Dealer Holdings — Schedule C compensation