Midwest Tape, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Midwest Tape, 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 Tape, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Midwest Tape, LLC under EIN 37-1499686 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $35,087,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Tape, LLC
EIN
37-1499686
Plan number
001
Plan type
2
Location
Holland, OH
Latest filing year
2023
Participants
402
End-of-year plan assets
$35,087,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20240917123825NAL0001120451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,087,568
Net assets (EOY)
$35,087,568
Net assets (BOY)
$27,423,069

Income & contributions

Employer contributions
$1,565,612
Participant contributions
$1,963,570
Total contributions
$3,898,828
Total income / additions
$8,751,438

Expenses & distributions

Benefits paid
$958,943
Administrative expenses
$125,007
Total expenses
$1,086,939
Net increase / (decrease)
$7,664,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT ADVISOR$61,365not reported in the loaded dataset2023
Pension Innovations & ConsultingTPA$10,591$11,3392023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$3,287$02023

Related Form 5500 pages