2023 Form 5500 filing — Midwestern Mechanical, Inc. 401(K) Profit Sharing 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 20240808091246NAL0008283888001) for Midwestern Mechanical, Inc. 401(K) Profit Sharing Plan, reported by Midwestern Mechanical, Inc. under EIN 42-1242780 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11MReported net assets$10,963,608
Participants307
Provider compensation$61.3K2 Schedule C row(s)$61,343
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240808091246NAL0008283888001
- Plan sponsor
- Midwestern Mechanical, Inc.
- EIN
- 42-1242780
- Plan number
- 001
- Location
- Sioux Falls, SD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11M total assets
Net assets$11MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,963,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,963,608
- Employer contributions
- $284,741
- Participant contributions
- $1,128,543
- Total income / additions
- $3,100,554
- Benefits paid
- $1,383,549
- Administrative expenses
- $61,343
- Total expenses
- $1,444,892
- Net increase / (decrease)
- $1,655,662
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $36,721 | $0 |
| Vpag LLC Dba Visionpoint Advisory G | INVESTMENT ADVISOR | $24,622 | not reported in the loaded dataset |