2023 Form 5500 filing — Middleville Engineered Solutions, LLC
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 20240909101056NAL0005364369001) for Middleville Engineered Solutions, LLC, reported by Middleville Engineered Solutions, LLC under EIN 92-2394920 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909101056NAL0005364369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middleville Engineered Solutions, LLC
- EIN
- 92-2394920
- Plan number
- 001
- Location
- Middleville, MI
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,329,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,329,454
- Employer contributions
- $84,552
- Participant contributions
- $612,969
- Total income / additions
- $1,935,318
- Benefits paid
- $257,450
- Administrative expenses
- $41,180
- Total expenses
- $298,630
- Net increase / (decrease)
- $1,636,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,945 | $0 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $11,036 | $33 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $7,199 | $5 |