Seymour-Midwest Retirement Plan — Form 5500 plan (Seymour Midwest LLC)
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, Seymour-Midwest Retirement Plan is a benefit plan reported by Seymour Midwest LLC under EIN 35-1986598 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $3,521,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seymour Midwest LLC
- EIN
- 35-1986598
- Plan number
- 001
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $3,521,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241009131114NAL0018345217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,521,184
- Total liabilities (EOY)
- $31,013
- Net assets (EOY)
- $3,490,171
- Net assets (BOY)
- $2,852,191
Income & contributions
- Employer contributions
- $79,649
- Participant contributions
- $182,923
- Total contributions
- $262,572
- Total income / additions
- $779,096
Expenses & distributions
- Benefits paid
- $114,922
- Administrative expenses
- $26,194
- Total expenses
- $141,116
- Net increase / (decrease)
- $637,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corporation | NONE | $17,012 | not reported in the loaded dataset | 2023 |
| Riversedge Adv Ret Solutions LLC | NONE | $8,473 | not reported in the loaded dataset | 2023 |