Plan5500

Midwest & Bedford 401k Profit Sharing Plan And Trust — Form 5500 plan (Midwest Warehouse & Distribution System, 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, Midwest & Bedford 401k Profit Sharing Plan And Trust is a benefit plan reported by Midwest Warehouse & Distribution System, LLC under EIN 36-3157121 and plan number 002. The latest loaded filing year is 2023. The filing reports 230 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Warehouse & Distribution System, LLC
EIN
36-3157121
Plan number
002
Plan type
2
Location
Woodridge, IL
Latest filing year
2023
Participants
230
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241007073352NAL0015774257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,987,031

Income & contributions

Employer contributions
$331
Participant contributions
$47
Total contributions
$378
Total income / additions
$612,268

Expenses & distributions

Benefits paid
$1,270,521
Administrative expenses
$24,019
Total expenses
$1,329,833
Net increase / (decrease)
-$717,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$23,119$02023
Tbs Agency, Inc.BROKER DEALER$0$8,7882023

Related Form 5500 pages