Midwest Employer 401(K) Plan — Form 5500 plan (Middle River Marine, LLC)

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 Employer 401(K) Plan is a benefit plan reported by Middle River Marine, LLC under EIN 27-0936309 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $3,480,913 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Middle River Marine, LLC
EIN
27-0936309
Plan number
001
Plan type
2
Location
Mokena, IL
Latest filing year
2023
Participants
122
End-of-year plan assets
$3,480,913

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240729150937NAL0018996529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,480,913
Total liabilities (EOY)
$0
Net assets (EOY)
$3,480,913
Net assets (BOY)
$2,716,397

Income & contributions

Employer contributions
$210,646
Participant contributions
$504,942
Total contributions
$765,006
Total income / additions
$1,298,413

Expenses & distributions

Benefits paid
$514,843
Administrative expenses
$1,381
Total expenses
$533,897
Net increase / (decrease)
$764,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,381$02023

Related Form 5500 pages