Midwest Recover-Care 401(K) Plan — Form 5500 plan (Midwest Recover-Care)
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 Recover-Care 401(K) Plan is a benefit plan reported by Midwest Recover-Care under EIN 81-4145433 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,553 participants and $6,989,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Recover-Care
- EIN
- 81-4145433
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 3,553
- End-of-year plan assets
- $6,989,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,553 | H, C | 20250904130950NAL0027418816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,989,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,989,322
- Net assets (BOY)
- $4,073,278
Income & contributions
- Employer contributions
- $242,593
- Participant contributions
- $1,681,398
- Total contributions
- $2,763,062
- Total income / additions
- $3,661,107
Expenses & distributions
- Benefits paid
- $668,858
- Administrative expenses
- $58,049
- Total expenses
- $745,063
- Net increase / (decrease)
- $2,916,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,049 | $0 | 2023 |
| Cambridge Investment Research | ADVISOR | $0 | $16,670 | 2023 |
| Alan Goodman Cpa Pc | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| United Planners Financial Services | ADVISOR | $0 | $2,473 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Recover-Care
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Fidelity Investments Institutional — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Alan Goodman Cpa Pc — Schedule C compensation
- United Planners Financial Services — Schedule C compensation