Plan5500

Mid-America Real Estate Corp. 401(K) Plan & Trust — Form 5500 plan (Mid-America Real Estate, Corp.)

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-America Real Estate Corp. 401(K) Plan & Trust is a benefit plan reported by Mid-America Real Estate, Corp. under EIN 36-3323816 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $42,637,124 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.6MPlan net assets, end of year$42,637,124
Participants311Covered participants reported
Assets / participant$137.1KComputed: assets ÷ participants$137,097 (computed)
Provider compensation$36.7K3 Schedule C provider row(s)$36,731
Plan sponsor
Mid-America Real Estate, Corp.
EIN
36-3323816
Plan number
002
Plan type
3
Location
Oak Brook Terrace, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    311 participants · 3Sch HSch C
    View filing →
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)$42.6M total assets
Net assets$42.6MLiabilities$0
Money in vs. money out
Total income / additions$11M
Total expenses$853.7K
Benefits paid / distributions$813.5K
Contributions
Employer$251.7K
Participant$2.4M
Full reported line items

Net assets

Total assets (EOY)
$42,637,124
Total liabilities (EOY)
$0
Net assets (EOY)
$42,637,124
Net assets (BOY)
$32,464,482

Income & contributions

Employer contributions
$251,675
Participant contributions
$2,381,358
Total contributions
$3,395,831
Total income / additions
$11,026,320

Expenses & distributions

Benefits paid
$813,489
Administrative expenses
$37,705
Total expenses
$853,678
Net increase / (decrease)
$10,172,642
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 10%Participant 90%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cbiz Investment Advisory Services$51K
    ADVISOR · Direct $51K
  2. 2
    Strategic Advisors, Inc.$6.6K
    ADVISOR · Direct $6.6K
  3. 3
    Fidelity Investments Institutional-$20.9K
    RECORDKEEPER · Direct -$20.9K · Indirect $0

Related Form 5500 pages