Who sponsors the Midwest Ent 401(K) Profit Sharing Plan?

Midwest Ent 401(K) Profit Sharing Plan is reported as sponsored by Otolaryngology & Head And Neck Surgery, P.A. (EIN 41-0854211, plan number 004) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Midwest Ent 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Midwest Ent 401(K) Profit Sharing Plan is 2023.

How many participants does Midwest Ent 401(K) Profit Sharing Plan report?

Midwest Ent 401(K) Profit Sharing Plan reports 165 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Midwest Ent 401(K) Profit Sharing Plan?

Midwest Ent 401(K) Profit Sharing Plan reports $26,168,476 in end-of-year plan assets in its latest loaded Form 5500 filing.

Midwest Ent 401(K) Profit Sharing Plan — Form 5500 plan (Otolaryngology & Head And Neck Surgery, P.A.)

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 Ent 401(K) Profit Sharing Plan is a benefit plan reported by Otolaryngology & Head And Neck Surgery, P.A. under EIN 41-0854211 and plan number 004. The latest loaded filing year is 2023. The filing reports 165 participants and $26,168,476 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.2MPlan net assets, end of year$26,168,476

Participants165Covered participants reported

Assets / participant$158.6KComputed: assets ÷ participants$158,597 (computed)

Provider compensation$25.9K2 Schedule C provider row(s)$25,854

Plan sponsor: Otolaryngology & Head And Neck Surgery, P.A.
EIN: 41-0854211
Plan number: 004
Plan type: 2
Location: Woodbury, MN
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	165	H, C	20240925102437NAL0005391571001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.2M total assets

Net assets$26.2MLiabilities$0

Money in vs. money out

Total income / additions$6.4M

Total expenses$3.1M

Benefits paid / distributions$3.1M

Contributions

Employer$875.8K

Participant$710.2K

Full reported line items

Net assets

Total assets (EOY): $26,168,476
Total liabilities (EOY): $0
Net assets (EOY): $26,168,476
Net assets (BOY): $22,888,710

Income & contributions

Employer contributions: $875,807
Participant contributions: $710,247
Total contributions: $1,625,956
Total income / additions: $6,404,895

Expenses & distributions

Benefits paid: $3,099,275
Administrative expenses: $25,854
Total expenses: $3,125,129
Net increase / (decrease): $3,279,766

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

55%45%

Employer 55%Participant 45%

Total expenses ÷ net assets12%Computed ratio

Benefits paid ÷ total income48%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Pensionmark Financial Group LLC	NONE	$18,298	not reported in the loaded dataset	2023
The Vanguard Group, Inc.	NONE	$7,556	$0	2023