403(B) Thrift Plan For Employees Of Mesa Developmental Services — Form 5500 plan (Mesa Developmental Services)
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, 403(B) Thrift Plan For Employees Of Mesa Developmental Services is a benefit plan reported by Mesa Developmental Services under EIN 84-6044855 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $5,411,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mesa Developmental Services
- EIN
- 84-6044855
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $5,411,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20240923112004NAL0011294721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,411,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,411,726
- Net assets (BOY)
- $4,801,263
Income & contributions
- Employer contributions
- $67,726
- Participant contributions
- $151,754
- Total contributions
- $227,438
- Total income / additions
- $942,412
Expenses & distributions
- Benefits paid
- $331,654
- Administrative expenses
- $232
- Total expenses
- $331,949
- Net increase / (decrease)
- $610,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $232 | $0 | 2023 |
| The Variable Annuity Life Ins. Co. | PREVIOUS RECORD KEEPER | $0 | not reported in the loaded dataset | 2023 |