2023 Form 5500 filing — Meetings & Incentives Worldwide, Inc. 401(K) P/S 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 20241011153750NAL0039338736001) for Meetings & Incentives Worldwide, Inc. 401(K) P/S Plan, reported by Meetings & Incentives Worldwide, Inc. under EIN 39-1088787 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153750NAL0039338736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meetings & Incentives Worldwide, Inc.
- EIN
- 39-1088787
- Plan number
- 001
- Location
- Caledonia, WI
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,209,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,209,569
- Employer contributions
- $431,222
- Participant contributions
- $1,590,527
- Total income / additions
- $4,882,003
- Benefits paid
- $975,984
- Administrative expenses
- $113,065
- Total expenses
- $1,089,049
- Net increase / (decrease)
- $3,792,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $56,011 | not reported in the loaded dataset |
| John Hancock Trust Company LLC | RECORDKEEPING | $49,511 | not reported in the loaded dataset |
| Ppg Retirement Plan Services, Ltd | TPA | $7,543 | not reported in the loaded dataset |