2023 Form 5500 filing — Mid-City Supply Co., Inc. 401(K) 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 20241008075951NAL0008172179001) for Mid-City Supply Co., Inc. 401(K) Plan, reported by Mid-City Supply Co., Inc. under EIN 35-1470766 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008075951NAL0008172179001
Filing year
2023
Form type
2
Plan sponsor
Mid-City Supply Co., Inc.
EIN
35-1470766
Plan number
001
Location
Elkhart, IN
Participants
156
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,656,746
Total liabilities (EOY)
$0
Net assets (EOY)
$14,656,746
Employer contributions
$460,687
Participant contributions
$709,837
Total income / additions
$3,320,926
Benefits paid
$934,206
Administrative expenses
$110,577
Total expenses
$1,044,783
Net increase / (decrease)
$2,276,143
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$100,093$0
Lpl Financial LLCINVESTMENT ADVISORYnot reported in the loaded dataset$76,904
Kruggel Lawton CpaACCOUNTANT$10,484$16
The Benefits Consulting Group IncOTHER SERVICES$0$6,170
Wilshire Advisors LLCINVESTMENT ADVISORYnot reported in the loaded dataset$0

Related Form 5500 pages