Midwest Management Group, Inc. Retirement Savings Plan — Form 5500 plan (Midwest Management Group, Inc.)
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, Midwest Management Group, Inc. Retirement Savings Plan is a benefit plan reported by Midwest Management Group, Inc. under EIN 26-0269975 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $7,796,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Management Group, Inc.
- EIN
- 26-0269975
- Plan number
- 001
- Plan type
- 3
- Location
- Farmington Hill, MI
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $7,796,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20250806144151NAL0002909313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,796,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,796,779
- Net assets (BOY)
- $6,519,976
Income & contributions
- Employer contributions
- $438,246
- Participant contributions
- $778,790
- Total contributions
- $1,223,432
- Total income / additions
- $2,145,479
Expenses & distributions
- Benefits paid
- $747,722
- Administrative expenses
- $120,954
- Total expenses
- $868,676
- Net increase / (decrease)
- $1,276,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $89,141 | not reported in the loaded dataset | 2023 |
| Midwest Management Group Inc. | INVESTMENT MANAGEMENT | $16,196 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management | PLAN ADMINISTRATOR | $15,618 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hill, MI
- Slavic Integrated Administration — Schedule C compensation
- Midwest Management Group Inc. — Schedule C compensation
- Slavic Mutual Fund Management — Schedule C compensation