Ira Middleswarth & Son, Inc. 401(K) Plan — Form 5500 plan (Ira Middleswarth & Son Inc.)
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, Ira Middleswarth & Son, Inc. 401(K) Plan is a benefit plan reported by Ira Middleswarth & Son Inc. under EIN 23-1553724 and plan number 001. The latest loaded filing year is 2023. The filing reports 96 participants and $2,472,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ira Middleswarth & Son Inc.
- EIN
- 23-1553724
- Plan number
- 001
- Plan type
- 2
- Location
- Middleburg, PA
- Latest filing year
- 2023
- Participants
- 96
- End-of-year plan assets
- $2,472,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96 | I | 20240422072354NAL0010492129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,472,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,472,567
- Net assets (BOY)
- $2,166,106
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $107,545
- Total income / additions
- $434,381
Expenses & distributions
- Benefits paid
- $127,620
- Administrative expenses
- $300
- Total expenses
- $127,920
- Net increase / (decrease)
- $306,461
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.