Mid-States Bolt & Screw Co. Hourly Employees' 401(K) Plan & Trust — Form 5500 plan (Mid-States Bolt & Screw Co.)
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-States Bolt & Screw Co. Hourly Employees' 401(K) Plan & Trust is a benefit plan reported by Mid-States Bolt & Screw Co. under EIN 38-2095876 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $2,726,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-States Bolt & Screw Co.
- EIN
- 38-2095876
- Plan number
- 001
- Plan type
- 2
- Location
- Burton, MI
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $2,726,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241014073648NAL0025665921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,726,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,726,905
- Net assets (BOY)
- $2,182,599
Income & contributions
- Employer contributions
- $91,110
- Participant contributions
- $310,495
- Total contributions
- $401,605
- Total income / additions
- $787,390
Expenses & distributions
- Benefits paid
- $218,746
- Administrative expenses
- $17,719
- Total expenses
- $236,465
- Net increase / (decrease)
- $550,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $14,519 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |