Mdwest One, P.C. Cash Balance Pension Plan — Form 5500 plan (Mdwest One, P.C.)
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, Mdwest One, P.C. Cash Balance Pension Plan is a benefit plan reported by Mdwest One, P.C. under EIN 47-0619405 and plan number 004. The latest loaded filing year is 2023. The filing reports 181 participants and $21,597,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mdwest One, P.C.
- EIN
- 47-0619405
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $21,597,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241015085358NAL0027876433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,597,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,597,636
- Net assets (BOY)
- $16,880,651
Income & contributions
- Employer contributions
- $2,087,401
- Total contributions
- $2,087,401
- Total income / additions
- $4,755,228
Expenses & distributions
- Benefits paid
- $23,009
- Administrative expenses
- $15,234
- Total expenses
- $38,243
- Net increase / (decrease)
- $4,716,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $73,149 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Inv. Services | NONE | $0 | $36,811 | 2023 |
| Ifp Advisors, LLC | NONE | $15,234 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | TPA | $5,486 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mdwest One, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Nationwide — Schedule C compensation
- Northwestern Mutual Inv. Services — Schedule C compensation
- Ifp Advisors, LLC — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation