Mge Underground, Inc. 401k Plan — Form 5500 plan (Mge Underground, 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, Mge Underground, Inc. 401k Plan is a benefit plan reported by Mge Underground, Inc. under EIN 77-0514177 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $14,553,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mge Underground, Inc.
- EIN
- 77-0514177
- Plan number
- 001
- Plan type
- 2
- Location
- Paso Robles, CA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $14,553,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240926130130NAL0000679009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,553,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,553,249
- Net assets (BOY)
- $11,030,209
Income & contributions
- Employer contributions
- $748,886
- Participant contributions
- $681,654
- Total contributions
- $1,533,923
- Total income / additions
- $3,735,431
Expenses & distributions
- Benefits paid
- $132,827
- Administrative expenses
- $57,167
- Total expenses
- $212,391
- Net increase / (decrease)
- $3,523,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Evolve | RECORDKEEPER | $23,291 | $0 | 2023 |
| Corvus Wealth | ADVISOR | $20,425 | $0 | 2023 |
| Hicks Pension Services | TPA | $10,665 | $0 | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2,786 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mge Underground, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Paso Robles, CA
- Evolve — Schedule C compensation
- Corvus Wealth — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation