Amended & Restated Profit Sharing Plan Of Midwest Pms — Form 5500 plan (Midwest Pms)
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, Amended & Restated Profit Sharing Plan Of Midwest Pms is a benefit plan reported by Midwest Pms under EIN 47-0709286 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $38,087,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Pms
- EIN
- 47-0709286
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $38,087,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250710152139NAL0006703681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,087,891
- Net assets (EOY)
- $38,087,891
- Net assets (BOY)
- $31,655,642
Income & contributions
- Employer contributions
- $1,900,000
- Total contributions
- $1,901,160
- Total income / additions
- $8,915,962
Expenses & distributions
- Benefits paid
- $2,354,198
- Administrative expenses
- $129,515
- Total expenses
- $2,483,713
- Net increase / (decrease)
- $6,432,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Securities, LLC | CUSTODIAN | $129,515 | not reported in the loaded dataset | 2023 |