2023 Form 5500 filing — Midstate Employee Savings & Retirement 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 20241004110153NAL0011335281001) for Midstate Employee Savings & Retirement Plan, reported by Midstate Manufacturing Company under EIN 37-1082009 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110153NAL0011335281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midstate Manufacturing Company
- EIN
- 37-1082009
- Plan number
- 001
- Location
- Galesburg, IL
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,952,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,952,502
- Employer contributions
- $316,948
- Participant contributions
- $212,127
- Total income / additions
- $1,324,781
- Benefits paid
- $616,277
- Administrative expenses
- $28,051
- Total expenses
- $644,328
- Net increase / (decrease)
- $680,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $17,255 | $0 |
| Edward Jones | NONE | $10,796 | not reported in the loaded dataset |