Midwest Laboratories, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Midwest Laboratories, 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, Midwest Laboratories, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Midwest Laboratories, Inc. under EIN 47-0564465 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $37,870,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Laboratories, Inc.
- EIN
- 47-0564465
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $37,870,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241004075214NAL0019927840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,870,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,870,791
- Net assets (BOY)
- $30,584,466
Income & contributions
- Employer contributions
- $2,473,590
- Total contributions
- $2,473,590
- Total income / additions
- $8,517,439
Expenses & distributions
- Benefits paid
- $1,155,479
- Administrative expenses
- $75,635
- Total expenses
- $1,231,114
- Net increase / (decrease)
- $7,286,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Services | INVESTMENT ADVISORY | $26,124 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $22,465 | not reported in the loaded dataset | 2023 |
| Futureplan (Ascensus) | CONTRACT ADMIN | $13,473 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | INVESTMENT ADVISORY | $8,820 | not reported in the loaded dataset | 2023 |
| Future Plan By Ascensus | THIRD PARTY ADMIN | $2,468 | not reported in the loaded dataset | 2023 |
| Goldleaf Partners | SERVICE PROVIDER | $1,300 | $0 | 2023 |
| Goldleaf Partners | SERVICE PROVIDER | $1,015 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Laboratories, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Securian Financial Services — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Futureplan (Ascensus) — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Future Plan By Ascensus — Schedule C compensation
- Goldleaf Partners — Schedule C compensation