Plan5500

Meda Retirement Savings Plan — Form 5500 plan (Mission Economic Development Agency)

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, Meda Retirement Savings Plan is a benefit plan reported by Mission Economic Development Agency under EIN 51-0187791 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $5,254,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mission Economic Development Agency
EIN
51-0187791
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
119
End-of-year plan assets
$5,254,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241013125934NAL0014074915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,254,286
Total liabilities (EOY)
$0
Net assets (EOY)
$5,254,286
Net assets (BOY)
$3,967,141

Income & contributions

Employer contributions
$224,462
Participant contributions
$753,313
Total contributions
$1,090,465
Total income / additions
$1,807,953

Expenses & distributions

Benefits paid
$470,825
Administrative expenses
$32,155
Total expenses
$521,479
Net increase / (decrease)
$1,286,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,155$02023
Three Bell CapitalINVESTMENT ADVISORY$0$15,2912023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages