Midwest Transplant Network, Inc. 403(B) Retirement Plan — Form 5500 plan (Midwest Transplant Network, 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 Transplant Network, Inc. 403(B) Retirement Plan is a benefit plan reported by Midwest Transplant Network, Inc. under EIN 43-1016328 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $41,715,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Transplant Network, Inc.
- EIN
- 43-1016328
- Plan number
- 001
- Plan type
- 2
- Location
- Westwood, KS
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $41,715,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241004052634NAL0018932192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,715,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,715,049
- Net assets (BOY)
- $34,221,063
Income & contributions
- Employer contributions
- $1,976,017
- Participant contributions
- $1,965,931
- Total contributions
- $4,250,521
- Total income / additions
- $10,732,393
Expenses & distributions
- Benefits paid
- $3,136,433
- Administrative expenses
- $101,974
- Total expenses
- $3,238,407
- Net increase / (decrease)
- $7,493,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Freestate Advisors LLC | INVESTMENT ADVISOR | $91,613 | not reported in the loaded dataset | 2023 |
| Mhm Retirement Plan Solutions | CONTRACT ADMIN | $9,060 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $1,275 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Transplant Network, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Westwood, KS
- Freestate Advisors LLC — Schedule C compensation
- Mhm Retirement Plan Solutions — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation