The Meth-Wick Community 401(K) Plan — Form 5500 plan (The Meth-Wick Community)
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, The Meth-Wick Community 401(K) Plan is a benefit plan reported by The Meth-Wick Community under EIN 42-0838541 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $5,666,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Meth-Wick Community
- EIN
- 42-0838541
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $5,666,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241108072424NAL0006596179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,666,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,666,625
- Net assets (BOY)
- $4,880,545
Income & contributions
- Employer contributions
- $190,486
- Participant contributions
- $315,488
- Total contributions
- $505,974
- Total income / additions
- $1,293,792
Expenses & distributions
- Benefits paid
- $460,328
- Administrative expenses
- $47,384
- Total expenses
- $507,712
- Net increase / (decrease)
- $786,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Wealth Management Inc. | RIA | $15,258 | not reported in the loaded dataset | 2023 |
| Qualified Plan Consultants | TPA | $2,532 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $1,600 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Meth-Wick Community
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Keystone Wealth Management Inc. — Schedule C compensation
- Qualified Plan Consultants — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation