Mega International, LLC 401(K) Plan — Form 5500 plan (Mega International, 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, Mega International, LLC 401(K) Plan is a benefit plan reported by Mega International, LLC under EIN 81-1823104 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,459 participants and $8,923,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mega International, LLC
- EIN
- 81-1823104
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 1,459
- End-of-year plan assets
- $8,923,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,459 | H, C | 20240223151535NAL0009950098001 |
| 2023 | 1,120 | H, C | 20240201144637NAL0014930035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,783,851
- Total liabilities (EOY)
- $267,017
- Net assets (EOY)
- $17,516,834
- Net assets (BOY)
- $8,752,774
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,351,217
- Total contributions
- $9,434,488
- Total income / additions
- $11,231,291
Expenses & distributions
- Benefits paid
- $2,307,613
- Administrative expenses
- $118,808
- Total expenses
- $2,467,231
- Net increase / (decrease)
- $8,764,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $58,869 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $52,309 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $24,127 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $21,857 | $0 | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $7,630 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $3,221 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mega International, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Advised Assets Group — Schedule C compensation