2023 Form 5500 filing — Midwest Engineered Systems Group 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724164609NAL0008434547001) for Midwest Engineered Systems Group 401(K) Plan, reported by Midwest Engineered Systems, Inc. under EIN 39-1748087 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724164609NAL0008434547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Engineered Systems, Inc.
- EIN
- 39-1748087
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,719,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,719,860
- Employer contributions
- $185,064
- Participant contributions
- $1,042,421
- Total income / additions
- $3,157,246
- Benefits paid
- $603,599
- Administrative expenses
- $56,852
- Total expenses
- $660,451
- Net increase / (decrease)
- $2,496,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $28,935 | not reported in the loaded dataset |
| Next Level Planning | NONE | $26,327 | not reported in the loaded dataset |