2023 Form 5500 filing — Mid-West Management, Inc. 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 20240927150400NAL0004072272001) for Mid-West Management, Inc. 401(K) Plan, reported by Mid-West Management, Inc. under EIN 39-1097400 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927150400NAL0004072272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-West Management, Inc.
- EIN
- 39-1097400
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,795,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,795,451
- Employer contributions
- $102,048
- Participant contributions
- $263,895
- Total income / additions
- $987,065
- Benefits paid
- $1,183,986
- Administrative expenses
- $34,859
- Total expenses
- $1,218,845
- Net increase / (decrease)
- -$231,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,774 | $0 |
| Wipfli Llp | OTHER | $11,000 | not reported in the loaded dataset |
| First Business Bank | INVESTMENT ADVISOR | $5,647 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $438 | not reported in the loaded dataset |