2023 Form 5500 filing — Mid-States Bolt & Screw Co. Hourly Employees' 401(K) Plan & 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 20241014073648NAL0025665921001) for Mid-States Bolt & Screw Co. Hourly Employees' 401(K) Plan & Trust, reported by Mid-States Bolt & Screw Co. under EIN 38-2095876 and plan number 001. It reports 143 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)$2.7MReported net assets$2,726,905
Participants143
Provider compensation$14.5K2 Schedule C row(s)$14,519
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014073648NAL0025665921001
- Plan sponsor
- Mid-States Bolt & Screw Co.
- EIN
- 38-2095876
- Plan number
- 001
- Location
- Burton, MI
- 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)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,726,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,726,905
- Employer contributions
- $91,110
- Participant contributions
- $310,495
- Total income / additions
- $787,390
- Benefits paid
- $218,746
- Administrative expenses
- $17,719
- Total expenses
- $236,465
- Net increase / (decrease)
- $550,925
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $14,519 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |