Plan5500

Mid-State Consultants, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mid-State Consultants)

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, Mid-State Consultants, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mid-State Consultants under EIN 87-0278655 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $12,477,146 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mid-State Consultants
EIN
87-0278655
Plan number
001
Plan type
2
Location
Nephi, UT
Latest filing year
2023
Participants
207
End-of-year plan assets
$12,477,146

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240729140417NAL0029938192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,477,146
Total liabilities (EOY)
$91
Net assets (EOY)
$12,477,055
Net assets (BOY)
$11,760,602

Income & contributions

Total contributions
$0
Total income / additions
$801,048

Expenses & distributions

Benefits paid
$0
Administrative expenses
$84,595
Total expenses
$84,595
Net increase / (decrease)
$716,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PfgACCOUNTANT$58,539not reported in the loaded dataset2023
Global Retirement Partners LLCINVESTMENT ADVISORY$36,189$12023
John ZolloCONSULTANT$16,000not reported in the loaded dataset2023
Larson & Company, P.C.OTHER SERVICES$10,056not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,828$02023

Related Form 5500 pages