Midwest Community Bancshares, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Midwest Community Bancshares, 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, Midwest Community Bancshares, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Midwest Community Bancshares, Inc. under EIN 36-4148677 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $14,761,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Community Bancshares, Inc.
- EIN
- 36-4148677
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, IL
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $14,761,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241014114035NAL0014858099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,761,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,761,638
- Net assets (BOY)
- $13,072,194
Income & contributions
- Employer contributions
- $264,188
- Participant contributions
- $518,168
- Total contributions
- $782,356
- Total income / additions
- $2,988,050
Expenses & distributions
- Benefits paid
- $1,260,330
- Administrative expenses
- $38,276
- Total expenses
- $1,298,606
- Net increase / (decrease)
- $1,689,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $18,266 | $0 | 2023 |
| Benefit Plans Plus | THIRD PARTY ADMINISTRATO | $11,283 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,936 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Community Bancshares, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Marion, IL
- Great-West Life & Annuity Insurance — Schedule C compensation
- Benefit Plans Plus — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation