Meetings & Incentives Worldwide, Inc. 401(K) P/S Plan — Form 5500 plan (Meetings & Incentives Worldwide, Inc.)
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, Meetings & Incentives Worldwide, Inc. 401(K) P/S Plan is a benefit plan reported by Meetings & Incentives Worldwide, Inc. under EIN 39-1088787 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $17,209,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meetings & Incentives Worldwide, Inc.
- EIN
- 39-1088787
- Plan number
- 001
- Plan type
- 2
- Location
- Caledonia, WI
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $17,209,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241011153750NAL0039338736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,209,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,209,569
- Net assets (BOY)
- $13,416,615
Income & contributions
- Employer contributions
- $431,222
- Participant contributions
- $1,590,527
- Total contributions
- $2,459,621
- Total income / additions
- $4,882,003
Expenses & distributions
- Benefits paid
- $975,984
- Administrative expenses
- $113,065
- Total expenses
- $1,089,049
- Net increase / (decrease)
- $3,792,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $56,011 | not reported in the loaded dataset | 2023 |
| John Hancock Trust Company LLC | RECORDKEEPING | $49,511 | not reported in the loaded dataset | 2023 |
| Ppg Retirement Plan Services, Ltd | TPA | $7,543 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meetings & Incentives Worldwide, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Caledonia, WI
- Lpl Financial — Schedule C compensation
- John Hancock Trust Company LLC — Schedule C compensation
- Ppg Retirement Plan Services, Ltd — Schedule C compensation