2023 Form 5500 filing — Amended & Restated Profit Sharing Plan Of Midwest Pms
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 20250710152139NAL0006703681001) for Amended & Restated Profit Sharing Plan Of Midwest Pms, reported by Midwest Pms under EIN 47-0709286 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710152139NAL0006703681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Pms
- EIN
- 47-0709286
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,087,891
- Net assets (EOY)
- $38,087,891
- Employer contributions
- $1,900,000
- Total income / additions
- $8,915,962
- Benefits paid
- $2,354,198
- Administrative expenses
- $129,515
- Total expenses
- $2,483,713
- Net increase / (decrease)
- $6,432,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Securities, LLC | CUSTODIAN | $129,515 | not reported in the loaded dataset |