The Middleby Corporation Union 401(K) Plan — Form 5500 plan (The Middleby Corporation)

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, The Middleby Corporation Union 401(K) Plan is a benefit plan reported by The Middleby Corporation under EIN 36-3352497 and plan number 003. The latest loaded filing year is 2023. The filing reports 107 participants and $3,459,359 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Middleby Corporation
EIN
36-3352497
Plan number
003
Plan type
2
Location
Elgin, IL
Latest filing year
2023
Participants
107
End-of-year plan assets
$3,459,359

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107I20240820151838NAL0002817169001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,459,359
Total liabilities (EOY)
$0
Net assets (EOY)
$3,459,359
Net assets (BOY)
$3,497,386

Income & contributions

Employer contributions
$54,465
Participant contributions
$145,134
Total income / additions
$632,303

Expenses & distributions

Benefits paid
$665,490
Administrative expenses
$1,654
Total expenses
$670,330
Net increase / (decrease)
-$38,027

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages