Middleville Engineered Solutions, LLC — Form 5500 plan (Middleville Engineered Solutions, 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, Middleville Engineered Solutions, LLC is a benefit plan reported by Middleville Engineered Solutions, LLC under EIN 92-2394920 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $8,329,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middleville Engineered Solutions, LLC
- EIN
- 92-2394920
- Plan number
- 001
- Plan type
- 2
- Location
- Middleville, MI
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $8,329,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20240909101056NAL0005364369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,329,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,329,454
- Net assets (BOY)
- $6,495,403
Income & contributions
- Employer contributions
- $84,552
- Participant contributions
- $612,969
- Total contributions
- $742,157
- Total income / additions
- $1,935,318
Expenses & distributions
- Benefits paid
- $257,450
- Administrative expenses
- $41,180
- Total expenses
- $298,630
- Net increase / (decrease)
- $1,636,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,945 | $0 | 2023 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $11,036 | $33 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $7,199 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Middleville Engineered Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Middleville, MI
- Principal Life Insurance Company — Schedule C compensation
- Strategies Wealth Advisors — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation