Midwest Carriers 401k Plan & Trust — Form 5500 plan (V&S Midwest Carriers, Corp)

Plain-English plan 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, Midwest Carriers 401k Plan & Trust is a benefit plan reported by V&S Midwest Carriers, Corp under EIN 01-0552460 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $8,685,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
V&S Midwest Carriers, Corp
EIN
01-0552460
Plan number
001
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
229
End-of-year plan assets
$8,685,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20240814103329NAL0025265458001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,685,730
Net assets (EOY)
$8,685,730
Net assets (BOY)
$6,569,331

Income & contributions

Employer contributions
$112,129
Participant contributions
$807,586
Total contributions
$1,281,022
Total income / additions
$2,496,248

Expenses & distributions

Benefits paid
$333,318
Administrative expenses
$46,531
Total expenses
$379,849
Net increase / (decrease)
$2,116,399

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$51,042$02023

Related Form 5500 pages