Mesa Systems, Inc. 401(K) Plan — Form 5500 plan (Mesa Systems, 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, Mesa Systems, Inc. 401(K) Plan is a benefit plan reported by Mesa Systems, Inc. under EIN 84-1315659 and plan number 003. The latest loaded filing year is 2023. The filing reports 388 participants and $6,861,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mesa Systems, Inc.
- EIN
- 84-1315659
- Plan number
- 003
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $6,861,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241015152001NAL0058395554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,861,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,861,369
- Net assets (BOY)
- $6,993,429
Income & contributions
- Employer contributions
- $76,447
- Participant contributions
- $641,685
- Total contributions
- $775,939
- Total income / additions
- $1,727,417
Expenses & distributions
- Benefits paid
- $1,833,934
- Administrative expenses
- $21,381
- Total expenses
- $1,859,477
- Net increase / (decrease)
- -$132,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $14,574 | not reported in the loaded dataset | 2023 |
| Dwc | NONE | $8,159 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | NONE | $6,882 | not reported in the loaded dataset | 2023 |
| Abg Consultants | NONE | $6,084 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mesa Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Grand Junction, CO
- Stancorp Financial Group — Schedule C compensation
- Dwc — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Abg Consultants — Schedule C compensation