2023 Form 5500 filing — Midwest Laboratories, Inc. Profit Sharing Plan And Trust
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 20241004075214NAL0019927840001) for Midwest Laboratories, Inc. Profit Sharing Plan And Trust, reported by Midwest Laboratories, Inc. under EIN 47-0564465 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004075214NAL0019927840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Laboratories, Inc.
- EIN
- 47-0564465
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,870,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,870,791
- Employer contributions
- $2,473,590
- Total income / additions
- $8,517,439
- Benefits paid
- $1,155,479
- Administrative expenses
- $75,635
- Total expenses
- $1,231,114
- Net increase / (decrease)
- $7,286,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Services | INVESTMENT ADVISORY | $26,124 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $22,465 | not reported in the loaded dataset |
| Futureplan (Ascensus) | CONTRACT ADMIN | $13,473 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | INVESTMENT ADVISORY | $8,820 | not reported in the loaded dataset |
| Future Plan By Ascensus | THIRD PARTY ADMIN | $2,468 | not reported in the loaded dataset |
| Goldleaf Partners | SERVICE PROVIDER | $1,300 | $0 |
| Goldleaf Partners | SERVICE PROVIDER | $1,015 | not reported in the loaded dataset |