2023 Form 5500 filing — Midwest Transplant Network, Inc. 403(B) Retirement 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 20241004052634NAL0018932192001) for Midwest Transplant Network, Inc. 403(B) Retirement Plan, reported by Midwest Transplant Network, Inc. under EIN 43-1016328 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004052634NAL0018932192001
Filing year
2023
Form type
2
Plan sponsor
Midwest Transplant Network, Inc.
EIN
43-1016328
Plan number
001
Location
Westwood, KS
Participants
286
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,715,049
Total liabilities (EOY)
$0
Net assets (EOY)
$41,715,049
Employer contributions
$1,976,017
Participant contributions
$1,965,931
Total income / additions
$10,732,393
Benefits paid
$3,136,433
Administrative expenses
$101,974
Total expenses
$3,238,407
Net increase / (decrease)
$7,493,986
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Freestate Advisors LLCINVESTMENT ADVISOR$91,613not reported in the loaded dataset
Mhm Retirement Plan SolutionsCONTRACT ADMIN$9,060not reported in the loaded dataset
Capital Group Retirement Plan SvcsRECORDKEEPER$1,275$0

Related Form 5500 pages