Miso Employees' Retirement Savings Plan — Form 5500 plan (Miso)

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, Miso Employees' Retirement Savings Plan is a benefit plan reported by Miso under EIN 43-1827033 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,341 participants and $361,984,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miso
EIN
43-1827033
Plan number
001
Plan type
2
Location
Carmel, IN
Latest filing year
2023
Participants
1,341
End-of-year plan assets
$361,984,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,341H, C20241021162208NAL0001280435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$361,984,882
Total liabilities (EOY)
$0
Net assets (EOY)
$361,984,882
Net assets (BOY)
$303,440,699

Income & contributions

Employer contributions
$12,297,138
Participant contributions
$14,982,141
Total contributions
$30,695,578
Total income / additions
$90,365,857

Expenses & distributions

Benefits paid
$32,164,919
Administrative expenses
-$255,372
Total expenses
$31,919,361
Net increase / (decrease)
$58,446,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$26,993not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$248,968$02023

Related Form 5500 pages