2023 Form 5500 filing — Madison Gas And Electric Company 401(K) Retirement Accumulation Plan For Bargaining Employees

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 20241011153248NAL0023120593001) for Madison Gas And Electric Company 401(K) Retirement Accumulation Plan For Bargaining Employees, reported by Madison Gas And Electric Company under EIN 39-0444025 and plan number 006. It reports 212 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)$81MReported net assets$80,954,879
Participants212
Provider compensation$3651 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011153248NAL0023120593001
Plan sponsor
Madison Gas And Electric Company
EIN
39-0444025
Plan number
006
Location
Madison, WI
Received date
not reported in the loaded dataset
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)$81M total assets
Net assets$81MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$7.5M
Benefits paid / distributions$7.5M
Contributions
Employer$194.9K
Participant$1.3M
Full reported line items
Total assets (EOY)
$80,954,879
Total liabilities (EOY)
$0
Net assets (EOY)
$80,954,879
Employer contributions
$194,864
Participant contributions
$1,342,572
Total income / additions
$14,101,831
Benefits paid
$7,460,705
Administrative expenses
$260
Total expenses
$7,460,965
Net increase / (decrease)
$6,640,866

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$365$0

Related Form 5500 pages