Mid-Step Services Inc Retirement Plan — Form 5500 plan (Mid Step Services 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, Mid-Step Services Inc Retirement Plan is a benefit plan reported by Mid Step Services Inc under EIN 42-1086647 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $6,262,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid Step Services Inc
- EIN
- 42-1086647
- Plan number
- 002
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $6,262,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20250415081508NAL0006020642002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,262,627
- Net assets (EOY)
- $6,262,627
- Net assets (BOY)
- $5,346,695
Income & contributions
- Employer contributions
- $166,407
- Participant contributions
- $482,558
- Total contributions
- $666,903
- Total income / additions
- $1,248,046
Expenses & distributions
- Benefits paid
- $299,128
- Administrative expenses
- $32,986
- Total expenses
- $332,114
- Net increase / (decrease)
- $915,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $31,084 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $1,902 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | CUSTODIAN | $0 | $0 | 2023 |