2023 Form 5500 filing — Midwest Tape, LLC 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 20240917123825NAL0001120451001) for Midwest Tape, LLC 401(K) Profit Sharing Plan, reported by Midwest Tape, LLC under EIN 37-1499686 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917123825NAL0001120451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Tape, LLC
- EIN
- 37-1499686
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,087,568
- Net assets (EOY)
- $35,087,568
- Employer contributions
- $1,565,612
- Participant contributions
- $1,963,570
- Total income / additions
- $8,751,438
- Benefits paid
- $958,943
- Administrative expenses
- $125,007
- Total expenses
- $1,086,939
- Net increase / (decrease)
- $7,664,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $61,365 | not reported in the loaded dataset |
| Pension Innovations & Consulting | TPA | $10,591 | $11,339 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $3,287 | $0 |