Mid-State Machine And Fabricating Corp. 401(K) Plan — Form 5500 plan (Mid-State Machine And Fabricating Corporation)
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, Mid-State Machine And Fabricating Corp. 401(K) Plan is a benefit plan reported by Mid-State Machine And Fabricating Corporation under EIN 59-1639133 and plan number 001. The latest loaded filing year is 2023. The filing reports 892 participants and $11,565,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-State Machine And Fabricating Corporation
- EIN
- 59-1639133
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 892
- End-of-year plan assets
- $11,565,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 892 | H, C | 20241014113510NAL0013210339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,565,931
- Net assets (EOY)
- $11,565,931
- Net assets (BOY)
- $6,899,473
Income & contributions
- Employer contributions
- $680,827
- Participant contributions
- $1,965,757
- Total contributions
- $3,098,741
- Total income / additions
- $4,448,495
Expenses & distributions
- Benefits paid
- $1,192,660
- Administrative expenses
- $91,775
- Total expenses
- $1,345,927
- Net increase / (decrease)
- $3,102,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORDKEEPER | $48,660 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial | INVESTMENT ADVISOR | $28,139 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $3,769 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | RIA | $3,473 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $667 | $0 | 2023 |
| Adp, Inc. | RECORDKEEPER | $525 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-State Machine And Fabricating Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Adp, Inc. — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation