2023 Form 5500 filing — Millis Transfer 401(K) Savings 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 20240731083720NAL0021226257001) for Millis Transfer 401(K) Savings Plan, reported by Midwest Holding Group, Inc. under EIN 27-0959179 and plan number 001. It reports 837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731083720NAL0021226257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Holding Group, Inc.
- EIN
- 27-0959179
- Plan number
- 001
- Location
- Black River Falls, WI
- Participants
- 837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,677,828
- Total liabilities (EOY)
- $12,887
- Net assets (EOY)
- $27,664,941
- Employer contributions
- $566,278
- Participant contributions
- $2,735,780
- Total income / additions
- $6,780,588
- Benefits paid
- $4,200,125
- Administrative expenses
- $120,528
- Total expenses
- $4,320,653
- Net increase / (decrease)
- $2,459,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $59,268 | not reported in the loaded dataset |
| Robert W. Baird & Co, Inc. | INVESTMENT ADVISOR | $39,103 | not reported in the loaded dataset |
| Charles Schwab Bank | CUSTODIAN | $14,912 | $0 |