2023 Form 5500 filing — Mwi, 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 20241213110013NAL0021541584001) for Mwi, Inc. 401(K) Plan, reported by Mwi, Inc. under EIN 16-1374611 and plan number 001. It reports 132 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)$9.1MReported net assets$9,115,976
Participants132
Provider compensation$34.8K2 Schedule C row(s)$34,771
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241213110013NAL0021541584001
Plan sponsor
Mwi, Inc.
EIN
16-1374611
Plan number
001
Location
Rochester, NY
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$613.1K
Benefits paid / distributions$576.2K
Contributions
Employer$170K
Participant$510.4K
Full reported line items
Total assets (EOY)
$9,115,976
Total liabilities (EOY)
$0
Net assets (EOY)
$9,115,976
Employer contributions
$170,000
Participant contributions
$510,390
Total income / additions
$1,898,334
Benefits paid
$576,197
Administrative expenses
$34,771
Total expenses
$613,077
Net increase / (decrease)
$1,285,257
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $20.5K · Indirect $0
  2. 2
    Adp, Inc.$14.3K
    RECORD KEEPER · Direct $14.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241213110013NAL0021541584001 cover?
It is the 2023 Form 5500 filing for Mwi, Inc. 401(K) Plan, reported by Mwi, Inc. (EIN 16-1374611).
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