2023 Form 5500 filing — Mid-States Distributing, LLC 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 20241010113014NAL0020900417001) for Mid-States Distributing, LLC 401(K) Plan, reported by Mid-States Distributing, LLC under EIN 46-4553010 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,485,967
Participants210
Provider compensation$105.6K4 Schedule C row(s)$105,554
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010113014NAL0020900417001
Plan sponsor
Mid-States Distributing, LLC
EIN
46-4553010
Plan number
002
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.5M total assets
Net assets$12.5MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$1.2M
Participant$992.7K
Full reported line items
Total assets (EOY)
$12,485,967
Total liabilities (EOY)
$0
Net assets (EOY)
$12,485,967
Employer contributions
$1,158,368
Participant contributions
$992,737
Total income / additions
$4,208,162
Benefits paid
$2,690,042
Administrative expenses
$69,951
Total expenses
$2,759,993
Net increase / (decrease)
$1,448,169
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $63.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $29.7K
  3. 3
    Ascensus$12.3K
    CONTRACT ADMINISTRATOR · Direct $6.4K · Indirect $5.9K
  4. 4
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010113014NAL0020900417001 cover?
It is the 2023 Form 5500 filing for Mid-States Distributing, LLC 401(K) Plan, reported by Mid-States Distributing, LLC (EIN 46-4553010).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages