Midtronics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Midtronics, 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, Midtronics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Midtronics, Inc. under EIN 36-3340412 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $41,203,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midtronics, Inc.
- EIN
- 36-3340412
- Plan number
- 001
- Plan type
- 2
- Location
- Willowbrook, IL
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $41,203,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241001124218NAL0011571568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,203,601
- Total liabilities (EOY)
- $7,837
- Net assets (EOY)
- $41,195,764
- Net assets (BOY)
- $36,246,518
Income & contributions
- Employer contributions
- $1,049,056
- Participant contributions
- $1,177,873
- Total contributions
- $2,236,617
- Total income / additions
- $7,780,400
Expenses & distributions
- Benefits paid
- $2,750,843
- Administrative expenses
- $73,230
- Total expenses
- $2,831,154
- Net increase / (decrease)
- $4,949,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $37,230 | $0 | 2023 |
| Abg Retirement Plan Services | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $7,209 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $107 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midtronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Willowbrook, IL
- Epic Retirement Plan Services — Schedule C compensation
- Abg Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation