Mid-Am Holdings, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Mid-Am Holdings, LLC)

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-Am Holdings, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Mid-Am Holdings, LLC under EIN 87-4079288 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $24,722,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mid-Am Holdings, LLC
EIN
87-4079288
Plan number
001
Plan type
2
Location
Moberly, MO
Latest filing year
2023
Participants
295
End-of-year plan assets
$24,722,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241010085742NAL0011316323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,722,942
Net assets (EOY)
$24,722,942
Net assets (BOY)
$24,280,694

Income & contributions

Employer contributions
$667,552
Participant contributions
$1,268,552
Total contributions
$1,936,104
Total income / additions
$5,999,034

Expenses & distributions

Benefits paid
$5,495,079
Administrative expenses
$61,707
Total expenses
$5,556,786
Net increase / (decrease)
$442,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$6,752$86,3222023
Rt Jones Capital Equities Mgmt IncNONE$56,555not reported in the loaded dataset2023

Related Form 5500 pages