Midstate Employee Savings & Retirement Plan — Form 5500 plan (Midstate Manufacturing Company)
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, Midstate Employee Savings & Retirement Plan is a benefit plan reported by Midstate Manufacturing Company under EIN 37-1082009 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $5,952,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midstate Manufacturing Company
- EIN
- 37-1082009
- Plan number
- 001
- Plan type
- 2
- Location
- Galesburg, IL
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $5,952,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241004110153NAL0011335281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,952,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,952,502
- Net assets (BOY)
- $5,272,049
Income & contributions
- Employer contributions
- $316,948
- Participant contributions
- $212,127
- Total contributions
- $560,307
- Total income / additions
- $1,324,781
Expenses & distributions
- Benefits paid
- $616,277
- Administrative expenses
- $28,051
- Total expenses
- $644,328
- Net increase / (decrease)
- $680,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $17,255 | $0 | 2023 |
| Edward Jones | NONE | $10,796 | not reported in the loaded dataset | 2023 |