Medmix Retirement Savings Plan — Form 5500 plan (Medmix Us Holding 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, Medmix Retirement Savings Plan is a benefit plan reported by Medmix Us Holding Inc. under EIN 86-3101300 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $12,451,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medmix Us Holding Inc.
- EIN
- 86-3101300
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, NH
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $12,451,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241011123532NAL0022746241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,451,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,451,801
- Net assets (BOY)
- $10,037,360
Income & contributions
- Employer contributions
- $850,800
- Participant contributions
- $861,572
- Total contributions
- $2,345,466
- Total income / additions
- $4,520,904
Expenses & distributions
- Benefits paid
- $2,061,433
- Administrative expenses
- $41,957
- Total expenses
- $2,106,463
- Net increase / (decrease)
- $2,414,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $19,998 | not reported in the loaded dataset | 2023 |
| Monroe Vos Consulting Inc | ADVISOR | $19,998 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,961 | $0 | 2023 |