2023 Form 5500 filing — Mid-America Real Estate Corp. 401(K) Plan & Trust

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 20240828110523NAL0012062337001) for Mid-America Real Estate Corp. 401(K) Plan & Trust, reported by Mid-America Real Estate, Corp. under EIN 36-3323816 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$42.6MReported net assets$42,637,124
Participants311
Provider compensation$36.7K3 Schedule C row(s)$36,731
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828110523NAL0012062337001
Plan sponsor
Mid-America Real Estate, Corp.
EIN
36-3323816
Plan number
002
Location
Oak Brook Terrace, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$42.6M total assets
Net assets$42.6MLiabilities$0
Money in vs. money out
Total income / additions$11M
Total expenses$853.7K
Benefits paid / distributions$813.5K
Contributions
Employer$251.7K
Participant$2.4M
Full reported line items
Total assets (EOY)
$42,637,124
Total liabilities (EOY)
$0
Net assets (EOY)
$42,637,124
Employer contributions
$251,675
Participant contributions
$2,381,358
Total income / additions
$11,026,320
Benefits paid
$813,489
Administrative expenses
$37,705
Total expenses
$853,678
Net increase / (decrease)
$10,172,642
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $51K
  2. 2
    ADVISOR · Direct $6.6K
  3. 3
    RECORDKEEPER · Direct -$20.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828110523NAL0012062337001 cover?
It is the 2023 Form 5500 filing for Mid-America Real Estate Corp. 401(K) Plan & Trust, reported by Mid-America Real Estate, Corp. (EIN 36-3323816).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages