2023 Form 5500 filing — The Mid-America Management Corporation Retirement Savings 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 20241014124318NAL0014940547001) for The Mid-America Management Corporation Retirement Savings Plan, reported by The Mid-America Management Corporation under EIN 34-1011870 and plan number 001. It reports 184 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)$10.3MReported net assets$10,324,102
Participants184
Provider compensation$66.4K3 Schedule C row(s)$66,371
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014124318NAL0014940547001
Plan sponsor
The Mid-America Management Corporation
EIN
34-1011870
Plan number
001
Location
Beachwood, OH
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$537.4K
Participant$697.3K
Full reported line items
Total assets (EOY)
$10,324,102
Total liabilities (EOY)
$0
Net assets (EOY)
$10,324,102
Employer contributions
$537,411
Participant contributions
$697,285
Total income / additions
$2,673,442
Benefits paid
$1,614,385
Administrative expenses
$59,054
Total expenses
$1,673,439
Net increase / (decrease)
$1,000,003
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $32.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $31.6K
  3. 3
    INVESTMENT MGMT · Direct $2.3K

Related Form 5500 pages