2023 Form 5500 filing — Mid-State Consultants, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729140417NAL0029938192001) for Mid-State Consultants, Inc. Employee Stock Ownership Plan, reported by Mid-State Consultants under EIN 87-0278655 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729140417NAL0029938192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-State Consultants
- EIN
- 87-0278655
- Plan number
- 001
- Location
- Nephi, UT
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,477,146
- Total liabilities (EOY)
- $91
- Net assets (EOY)
- $12,477,055
- Total income / additions
- $801,048
- Benefits paid
- $0
- Administrative expenses
- $84,595
- Total expenses
- $84,595
- Net increase / (decrease)
- $716,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfg | ACCOUNTANT | $58,539 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $36,189 | $1 |
| John Zollo | CONSULTANT | $16,000 | not reported in the loaded dataset |
| Larson & Company, P.C. | OTHER SERVICES | $10,056 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,828 | $0 |