2023 Form 5500 filing — Mdwest One, P.C. Cash Balance Pension 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 20241015085358NAL0027876433001) for Mdwest One, P.C. Cash Balance Pension Plan, reported by Mdwest One, P.C. under EIN 47-0619405 and plan number 004. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085358NAL0027876433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mdwest One, P.C.
- EIN
- 47-0619405
- Plan number
- 004
- Location
- Omaha, NE
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,597,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,597,636
- Employer contributions
- $2,087,401
- Total income / additions
- $4,755,228
- Benefits paid
- $23,009
- Administrative expenses
- $15,234
- Total expenses
- $38,243
- Net increase / (decrease)
- $4,716,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $73,149 | not reported in the loaded dataset |
| Northwestern Mutual Inv. Services | NONE | $0 | $36,811 |
| Ifp Advisors, LLC | NONE | $15,234 | not reported in the loaded dataset |
| Newport Group, Inc. | TPA | $5,486 | not reported in the loaded dataset |