Mid-City Supply Co., Inc. 401(K) Plan — Form 5500 plan (Mid-City Supply Co., 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, Mid-City Supply Co., Inc. 401(K) Plan is a benefit plan reported by Mid-City Supply Co., Inc. under EIN 35-1470766 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $14,656,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-City Supply Co., Inc.
- EIN
- 35-1470766
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $14,656,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241008075951NAL0008172179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,656,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,656,746
- Net assets (BOY)
- $12,380,603
Income & contributions
- Employer contributions
- $460,687
- Participant contributions
- $709,837
- Total contributions
- $1,208,038
- Total income / additions
- $3,320,926
Expenses & distributions
- Benefits paid
- $934,206
- Administrative expenses
- $110,577
- Total expenses
- $1,044,783
- Net increase / (decrease)
- $2,276,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,093 | $0 | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | $76,904 | 2023 |
| Kruggel Lawton Cpa | ACCOUNTANT | $10,484 | $16 | 2023 |
| The Benefits Consulting Group Inc | OTHER SERVICES | $0 | $6,170 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-City Supply Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Kruggel Lawton Cpa — Schedule C compensation
- The Benefits Consulting Group Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation