Retirement Income Security Plan-Midwest Floor Coverings, Inc. — Form 5500 plan (Midwest Floor Coverings, 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, Retirement Income Security Plan-Midwest Floor Coverings, Inc. is a benefit plan reported by Midwest Floor Coverings, Inc. under EIN 87-0153288 and plan number 003. The latest loaded filing year is 2023. The filing reports 149 participants and $5,675,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Floor Coverings, Inc.
- EIN
- 87-0153288
- Plan number
- 003
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $5,675,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241014172657NAL0013686339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,675,395
- Net assets (EOY)
- $5,675,395
- Net assets (BOY)
- $4,618,806
Income & contributions
- Employer contributions
- $100,275
- Participant contributions
- $506,571
- Total contributions
- $606,846
- Total income / additions
- $1,453,272
Expenses & distributions
- Benefits paid
- $342,458
- Administrative expenses
- $54,225
- Total expenses
- $396,683
- Net increase / (decrease)
- $1,056,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthequity Retirement Services, L | NONE | $22,970 | not reported in the loaded dataset | 2023 |
| Ep Wealth Advisors, Inc. | NONE | $20,306 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $9,830 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,119 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Floor Coverings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Healthequity Retirement Services, L — Schedule C compensation
- Ep Wealth Advisors, Inc. — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation