2023 Form 5500 filing — The Meth-Wick Community 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 20241108072424NAL0006596179001) for The Meth-Wick Community 401(K) Plan, reported by The Meth-Wick Community under EIN 42-0838541 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108072424NAL0006596179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Meth-Wick Community
- EIN
- 42-0838541
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,666,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,666,625
- Employer contributions
- $190,486
- Participant contributions
- $315,488
- Total income / additions
- $1,293,792
- Benefits paid
- $460,328
- Administrative expenses
- $47,384
- Total expenses
- $507,712
- Net increase / (decrease)
- $786,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keystone Wealth Management Inc. | RIA | $15,258 | not reported in the loaded dataset |
| Qualified Plan Consultants | TPA | $2,532 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $1,600 | $0 |