2023 Form 5500 filing — Mdwest One, P. C. Profit Sharing 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 20241015085313NAL0029064529001) for Mdwest One, P. C. Profit Sharing Plan, reported by Mdwest One, P.C. under EIN 47-0619405 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085313NAL0029064529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mdwest One, P.C.
- EIN
- 47-0619405
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,229,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,229,788
- Employer contributions
- $1,943,753
- Participant contributions
- $1,509,919
- Total income / additions
- $12,277,790
- Benefits paid
- $1,237,036
- Administrative expenses
- $114,470
- Total expenses
- $1,351,506
- Net increase / (decrease)
- $10,926,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $117,056 | $2,850 |
| Northwestern Mutual | NONE | $0 | $67,914 |
| Ifp Advisors, Inc. | NONE | $37,305 | not reported in the loaded dataset |
| Newport Group Benefits Consultants | NONE | $32,635 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $27,105 | not reported in the loaded dataset |
| Realize Wealth Manage Group | INVESTMENT ADVISOR | $16,534 | $0 |