Midwestern Mechanical, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Midwestern Mechanical, 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, Midwestern Mechanical, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Midwestern Mechanical, Inc. under EIN 42-1242780 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $10,963,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwestern Mechanical, Inc.
EIN
42-1242780
Plan number
001
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023
Participants
307
End-of-year plan assets
$10,963,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20240808091246NAL0008283888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,963,608
Total liabilities (EOY)
$0
Net assets (EOY)
$10,963,608
Net assets (BOY)
$9,307,946

Income & contributions

Employer contributions
$284,741
Participant contributions
$1,128,543
Total contributions
$1,477,363
Total income / additions
$3,100,554

Expenses & distributions

Benefits paid
$1,383,549
Administrative expenses
$61,343
Total expenses
$1,444,892
Net increase / (decrease)
$1,655,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$36,721$02023
Vpag LLC Dba Visionpoint Advisory GINVESTMENT ADVISOR$24,622not reported in the loaded dataset2023

Related Form 5500 pages