Medtec LLC 401(K) Retirement Plan — Form 5500 plan (Medtec LLC)
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, Medtec LLC 401(K) Retirement Plan is a benefit plan reported by Medtec LLC under EIN 42-1404269 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $25,740,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medtec LLC
- EIN
- 42-1404269
- Plan number
- 001
- Plan type
- 2
- Location
- Orange City, IA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $25,740,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241009135617NAL0018483457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,740,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,740,450
- Net assets (BOY)
- $11,314,809
Income & contributions
- Employer contributions
- $658,817
- Participant contributions
- $2,090,032
- Total contributions
- $2,796,878
- Total income / additions
- $6,310,678
Expenses & distributions
- Benefits paid
- $1,388,579
- Administrative expenses
- $56,865
- Total expenses
- $1,445,444
- Net increase / (decrease)
- $4,865,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $55,116 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $2,849 | not reported in the loaded dataset | 2023 |