Midea America Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Midea America Corporation)

Plain-English plan 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, Midea America Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Midea America Corporation under EIN 20-0487988 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $16,964,866 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17MPlan net assets, end of year$16,964,866
Participants285Covered participants reported
Assets / participant$59.5KComputed: assets ÷ participants$59,526 (computed)
Provider compensation$63.6K3 Schedule C provider row(s)$63,562
Plan sponsor
Midea America Corporation
EIN
20-0487988
Plan number
001
Plan type
2
Location
Parsippany, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20241010141342NAL0036033584001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17M total assets
Net assets$17MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$991.7K
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$16,964,866
Total liabilities (EOY)
$0
Net assets (EOY)
$16,964,866
Net assets (BOY)
$11,219,279

Income & contributions

Employer contributions
$991,745
Participant contributions
$2,267,630
Total contributions
$4,693,935
Total income / additions
$7,193,456

Expenses & distributions

Benefits paid
$1,384,638
Administrative expenses
$44,763
Total expenses
$1,447,869
Net increase / (decrease)
$5,745,587
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,762$02023
DoerenmayhewOTHER SERVICES$0$10,3002023
Rbc Wealth ManagementCONSULTANT$0$8,5002023

Related Form 5500 pages