Plan5500

Mdw Associates 401(K) Plan — Form 5500 plan (Mdw Associates, LLC)

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, Mdw Associates 401(K) Plan is a benefit plan reported by Mdw Associates, LLC under EIN 45-4584216 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $15,600,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mdw Associates, LLC
EIN
45-4584216
Plan number
001
Plan type
2
Location
Tysons, VA
Latest filing year
2023
Participants
150
End-of-year plan assets
$15,600,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240919135350NAL0006008081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,600,830
Total liabilities (EOY)
$0
Net assets (EOY)
$15,600,830
Net assets (BOY)
$10,230,320

Income & contributions

Employer contributions
$693,294
Participant contributions
$1,504,293
Total contributions
$3,796,032
Total income / additions
$5,706,949

Expenses & distributions

Benefits paid
$276,584
Administrative expenses
$59,855
Total expenses
$336,439
Net increase / (decrease)
$5,370,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$28,903$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$28,742$132023
Commonwealth Tpa Solutions LLCCONTRACT ADMINISTRATOR$2,210$5,5322023

Related Form 5500 pages