2023 Form 5500 filing — Mid Valley Ipa, Inc. 401(K) 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 20241017105446NAL0031693505001) for Mid Valley Ipa, Inc. 401(K) Plan, reported by Mid Valley Ipa, Inc. under EIN 93-0789741 and plan number 001. It reports 180 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)$8.8MReported net assets$8,829,316
Participants180
Provider compensation$29.5K2 Schedule C row(s)$29,452
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241017105446NAL0031693505001
Plan sponsor
Mid Valley Ipa, Inc.
EIN
93-0789741
Plan number
001
Location
Salem, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$344.5K
Participant$213.7K
Full reported line items
Total assets (EOY)
$8,829,316
Total liabilities (EOY)
$0
Net assets (EOY)
$8,829,316
Employer contributions
$344,458
Participant contributions
$213,653
Total income / additions
$1,968,518
Benefits paid
$1,513,820
Administrative expenses
$31,492
Total expenses
$1,545,312
Net increase / (decrease)
$423,206
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $26.7K
  2. 2
    RECORDKEEPER · Direct $2.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241017105446NAL0031693505001 cover?
It is the 2023 Form 5500 filing for Mid Valley Ipa, Inc. 401(K) Plan, reported by Mid Valley Ipa, Inc. (EIN 93-0789741).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages