Plan5500

Midwest Engineered Systems Group 401(K) Plan — Form 5500 plan (Midwest Engineered Systems, 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 Engineered Systems Group 401(K) Plan is a benefit plan reported by Midwest Engineered Systems, Inc. under EIN 39-1748087 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $11,719,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Engineered Systems, Inc.
EIN
39-1748087
Plan number
002
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
132
End-of-year plan assets
$11,719,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240724164609NAL0008434547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,719,860
Total liabilities (EOY)
$0
Net assets (EOY)
$11,719,860
Net assets (BOY)
$9,223,065

Income & contributions

Employer contributions
$185,064
Participant contributions
$1,042,421
Total contributions
$1,292,993
Total income / additions
$3,157,246

Expenses & distributions

Benefits paid
$603,599
Administrative expenses
$56,852
Total expenses
$660,451
Net increase / (decrease)
$2,496,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockNONE$28,935not reported in the loaded dataset2023
Next Level PlanningNONE$26,327not reported in the loaded dataset2023

Related Form 5500 pages