2023 Form 5500 filing — Mid-State Machine And Fabricating Corp. 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 20241014113510NAL0013210339001) for Mid-State Machine And Fabricating Corp. 401(K) Plan, reported by Mid-State Machine And Fabricating Corporation under EIN 59-1639133 and plan number 001. It reports 892 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113510NAL0013210339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-State Machine And Fabricating Corporation
- EIN
- 59-1639133
- Plan number
- 001
- Location
- Lakeland, FL
- Participants
- 892
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,565,931
- Net assets (EOY)
- $11,565,931
- Employer contributions
- $680,827
- Participant contributions
- $1,965,757
- Total income / additions
- $4,448,495
- Benefits paid
- $1,192,660
- Administrative expenses
- $91,775
- Total expenses
- $1,345,927
- Net increase / (decrease)
- $3,102,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORDKEEPER | $48,660 | not reported in the loaded dataset |
| Ameriprise Financial | INVESTMENT ADVISOR | $28,139 | not reported in the loaded dataset |
| Raymond James Financial Services | INVESTMENT ADVISOR | $3,769 | not reported in the loaded dataset |
| Raymond James Financial Services | RIA | $3,473 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $667 | $0 |
| Adp, Inc. | RECORDKEEPER | $525 | not reported in the loaded dataset |