2023 Form 5500 filing — Midwest Ent 401(K) Profit Sharing 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 20240925102437NAL0005391571001) for Midwest Ent 401(K) Profit Sharing Plan, reported by Otolaryngology & Head And Neck Surgery, P.A. under EIN 41-0854211 and plan number 004. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925102437NAL0005391571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otolaryngology & Head And Neck Surgery, P.A.
- EIN
- 41-0854211
- Plan number
- 004
- Location
- Woodbury, MN
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,168,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,168,476
- Employer contributions
- $875,807
- Participant contributions
- $710,247
- Total income / additions
- $6,404,895
- Benefits paid
- $3,099,275
- Administrative expenses
- $25,854
- Total expenses
- $3,125,129
- Net increase / (decrease)
- $3,279,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $18,298 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $7,556 | $0 |