Mission Essential Group, LLC Retirement Plan — Form 5500 plan (The Mission Essential Group, 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, Mission Essential Group, LLC Retirement Plan is a benefit plan reported by The Mission Essential Group, LLC under EIN 83-2779739 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,079 participants and $36,106,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mission Essential Group, LLC
EIN
83-2779739
Plan number
001
Plan type
2
Location
New Albany, OH
Latest filing year
2023
Participants
1,079
End-of-year plan assets
$36,106,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,079H, C20241014082643NAL0052790258001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,106,247
Total liabilities (EOY)
$0
Net assets (EOY)
$36,106,247
Net assets (BOY)
$31,623,795

Income & contributions

Employer contributions
$788,411
Participant contributions
$2,502,109
Total contributions
$3,482,016
Total income / additions
$9,491,307

Expenses & distributions

Benefits paid
$4,933,120
Administrative expenses
$195
Total expenses
$5,008,855
Net increase / (decrease)
$4,482,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$195$02023

Related Form 5500 pages