Mid-West Management, Inc. 401(K) Plan — Form 5500 plan (Mid-West Management, 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, Mid-West Management, Inc. 401(K) Plan is a benefit plan reported by Mid-West Management, Inc. under EIN 39-1097400 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $3,795,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-West Management, Inc.
- EIN
- 39-1097400
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $3,795,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240927150400NAL0004072272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,795,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,795,451
- Net assets (BOY)
- $4,027,231
Income & contributions
- Employer contributions
- $102,048
- Participant contributions
- $263,895
- Total contributions
- $365,943
- Total income / additions
- $987,065
Expenses & distributions
- Benefits paid
- $1,183,986
- Administrative expenses
- $34,859
- Total expenses
- $1,218,845
- Net increase / (decrease)
- -$231,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,774 | $0 | 2023 |
| Wipfli Llp | OTHER | $11,000 | not reported in the loaded dataset | 2023 |
| First Business Bank | INVESTMENT ADVISOR | $5,647 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $438 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-West Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- First Business Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation