Medallion Instrumentation Systems, LLC Employee 401(K) Savings Plan — Form 5500 plan (Medallion Instrumentation Systems, 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, Medallion Instrumentation Systems, LLC Employee 401(K) Savings Plan is a benefit plan reported by Medallion Instrumentation Systems, LLC under EIN 43-2029057 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $16,937,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medallion Instrumentation Systems, LLC
EIN
43-2029057
Plan number
001
Plan type
2
Location
Spring Lake, MI
Latest filing year
2023
Participants
202
End-of-year plan assets
$16,937,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241008131819NAL0008381619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,937,169
Total liabilities (EOY)
$0
Net assets (EOY)
$16,937,169
Net assets (BOY)
$14,899,303

Income & contributions

Employer contributions
$314,822
Participant contributions
$620,976
Total contributions
$1,087,503
Total income / additions
$3,262,873

Expenses & distributions

Benefits paid
$1,153,004
Administrative expenses
$72,003
Total expenses
$1,225,007
Net increase / (decrease)
$2,037,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J. Schwartz, Co.ADVISOR$45,584not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$22,943$02023

Related Form 5500 pages