Plan5500

Midwest Ent 401(K) Profit Sharing Plan — Form 5500 plan (Otolaryngology & Head And Neck Surgery, P.A.)

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 Ent 401(K) Profit Sharing Plan is a benefit plan reported by Otolaryngology & Head And Neck Surgery, P.A. under EIN 41-0854211 and plan number 004. The latest loaded filing year is 2023. The filing reports 165 participants and $26,168,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Otolaryngology & Head And Neck Surgery, P.A.
EIN
41-0854211
Plan number
004
Plan type
2
Location
Woodbury, MN
Latest filing year
2023
Participants
165
End-of-year plan assets
$26,168,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240925102437NAL0005391571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,168,476
Total liabilities (EOY)
$0
Net assets (EOY)
$26,168,476
Net assets (BOY)
$22,888,710

Income & contributions

Employer contributions
$875,807
Participant contributions
$710,247
Total contributions
$1,625,956
Total income / additions
$6,404,895

Expenses & distributions

Benefits paid
$3,099,275
Administrative expenses
$25,854
Total expenses
$3,125,129
Net increase / (decrease)
$3,279,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCNONE$18,298not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$7,556$02023

Related Form 5500 pages