2023 Form 5500 filing — Mid-Step Services Inc 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 20250415081508NAL0006020642002) for Mid-Step Services Inc Retirement Plan, reported by Mid Step Services Inc under EIN 42-1086647 and plan number 002. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415081508NAL0006020642002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid Step Services Inc
- EIN
- 42-1086647
- Plan number
- 002
- Location
- Sioux City, IA
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,262,627
- Net assets (EOY)
- $6,262,627
- Employer contributions
- $166,407
- Participant contributions
- $482,558
- Total income / additions
- $1,248,046
- Benefits paid
- $299,128
- Administrative expenses
- $32,986
- Total expenses
- $332,114
- Net increase / (decrease)
- $915,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $31,084 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $1,902 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | CUSTODIAN | $0 | $0 |