Mainstream Living, Inc. 403(B) Plan — Form 5500 plan (Mainstream Living, 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, Mainstream Living, Inc. 403(B) Plan is a benefit plan reported by Mainstream Living, Inc. under EIN 42-1042459 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $12,881,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mainstream Living, Inc.
EIN
42-1042459
Plan number
001
Plan type
2
Location
Ames, IA
Latest filing year
2023
Participants
556
End-of-year plan assets
$12,881,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023556H, C20250414134046NAL0001745457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,881,782
Total liabilities (EOY)
$0
Net assets (EOY)
$12,881,782
Net assets (BOY)
$11,216,694

Income & contributions

Employer contributions
$329,077
Participant contributions
$498,454
Total contributions
$827,531
Total income / additions
$2,255,063

Expenses & distributions

Benefits paid
$577,321
Administrative expenses
$6,435
Total expenses
$589,975
Net increase / (decrease)
$1,665,088

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$6,110$02023

Related Form 5500 pages