Midwest Industries, Inc. Retirement Income Savings Plan — Form 5500 plan (Midwest Industries, 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 Industries, Inc. Retirement Income Savings Plan is a benefit plan reported by Midwest Industries, Inc. under EIN 42-0734017 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $20,087,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Industries, Inc.
- EIN
- 42-0734017
- Plan number
- 001
- Plan type
- 2
- Location
- Ida Grove, IA
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $20,087,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20240903143824NAL0010606275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,087,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,087,746
- Net assets (BOY)
- $17,723,119
Income & contributions
- Employer contributions
- $259,618
- Participant contributions
- $717,556
- Total contributions
- $1,181,072
- Total income / additions
- $3,724,173
Expenses & distributions
- Benefits paid
- $1,302,644
- Administrative expenses
- $54,447
- Total expenses
- $1,359,546
- Net increase / (decrease)
- $2,364,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,312 | $0 | 2023 |
| Us Bancorp Investments Inc | BROKER/ADVISER | $0 | $14,862 | 2023 |
| Mcgladrey Llp | AUDITOR | $13,125 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $7,413 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $4,630 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,967 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ida Grove, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Us Bancorp Investments Inc — Schedule C compensation
- Mcgladrey Llp — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation