2023 Form 5500 filing — Midwest & Bedford 401k 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 20241007073352NAL0015774257001) for Midwest & Bedford 401k Profit Sharing Plan And Trust, reported by Midwest Warehouse & Distribution System, LLC under EIN 36-3157121 and plan number 002. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007073352NAL0015774257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Warehouse & Distribution System, LLC
- EIN
- 36-3157121
- Plan number
- 002
- Location
- Woodridge, IL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $331
- Participant contributions
- $47
- Total income / additions
- $612,268
- Benefits paid
- $1,270,521
- Administrative expenses
- $24,019
- Total expenses
- $1,329,833
- Net increase / (decrease)
- -$717,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $23,119 | $0 |
| Tbs Agency, Inc. | BROKER DEALER | $0 | $8,788 |