2023 Form 5500 filing — The Midwest Trust Company Profit Sharing 401k 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 20240807152115NAL0008616338001) for The Midwest Trust Company Profit Sharing 401k Plan, reported by The Midwest Trust Company under EIN 48-1138946 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807152115NAL0008616338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Midwest Trust Company
- EIN
- 48-1138946
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,020,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,020,953
- Employer contributions
- $1,287,913
- Participant contributions
- $1,699,059
- Total income / additions
- $7,862,913
- Benefits paid
- $1,805,717
- Administrative expenses
- $8,029
- Total expenses
- $1,813,746
- Net increase / (decrease)
- $6,049,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tpp Retirement Plan Specialists, Ll | RECORDKEEPER | $7,443 | $0 |