Mdbs Hourly 401(K) Plan — Form 5500 plan (Military Deli & Bakery Services 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, Mdbs Hourly 401(K) Plan is a benefit plan reported by Military Deli & Bakery Services Inc under EIN 95-4598949 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,454 participants and $7,066,678 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,066,678
Participants1.5KCovered participants reported1,454
Assets / participant$4.9KComputed: assets ÷ participants$4,860 (computed)
Provider compensation$88.4K2 Schedule C provider row(s)$88,407
Plan sponsor
Military Deli & Bakery Services Inc
EIN
95-4598949
Plan number
001
Plan type
2
Location
Aurora, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,454H, C20241011184116NAL0038013456001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$925K
Benefits paid / distributions$848.5K
Contributions
Employer$223.4K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$7,066,678
Total liabilities (EOY)
$0
Net assets (EOY)
$7,066,678
Net assets (BOY)
$5,237,294

Income & contributions

Employer contributions
$223,383
Participant contributions
$1,826,500
Total contributions
$2,053,740
Total income / additions
$2,754,335

Expenses & distributions

Benefits paid
$848,544
Administrative expenses
$76,407
Total expenses
$924,951
Net increase / (decrease)
$1,829,384
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$76,407$02023
Experiential Wealth, Inc.NONE$12,000$02023

Related Form 5500 pages