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THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 333

THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MIDWEST HR, LLC has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST HR, LLC
Employer identification number (EIN):880457743
NAIC Classification:541214
NAIC Description:Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01CHARMAINE HOLLAWAY
3332016-01-01CHARMAINE D HOLLAWAY
3332015-01-01CHARMAINE HOLLAWAY
3332014-01-01CHARMAINE HOLLAWAY
3332013-01-01CHARMAINE HOLLAWAY

Plan Statistics for THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01894
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,635
Total number of active participants reported on line 7a of the Form 55002021-01-01732
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01162
Total of all active and inactive participants2021-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01894
Number of participants with account balances2021-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,539
Total number of active participants reported on line 7a of the Form 55002020-01-011,505
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-011,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,609
Number of participants with account balances2020-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,325
Total number of active participants reported on line 7a of the Form 55002019-01-011,332
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-011,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,453
Number of participants with account balances2019-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,948
Total number of active participants reported on line 7a of the Form 55002018-01-011,140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0192
Total of all active and inactive participants2018-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,232
Number of participants with account balances2018-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,963
Total number of active participants reported on line 7a of the Form 55002017-01-011,867
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,948
Number of participants with account balances2017-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,040
Total number of active participants reported on line 7a of the Form 55002016-01-011,718
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01123
Total of all active and inactive participants2016-01-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,841
Number of participants with account balances2016-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01868
Total number of active participants reported on line 7a of the Form 55002015-01-01810
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01903
Total participants2015-01-01903
Number of participants with account balances2015-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01731
Total number of active participants reported on line 7a of the Form 55002014-01-01717
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01108
Total of all active and inactive participants2014-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01827
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01335
Total number of active participants reported on line 7a of the Form 55002013-01-01484
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01587
Number of participants with account balances2013-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112

Financial Data on THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total transfer of assets to this plan2022-11-02$8,128,456
Total transfer of assets from this plan2022-11-02$42,496,168
Total income from all sources (including contributions)2022-11-02$-4,525,792
Total of all expenses incurred2022-11-02$3,684,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-02$3,508,674
Expenses. Certain deemed distributions of participant loans2022-11-02$-2,074
Value of total corrective distributions2022-11-02$75,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-02$5,352,864
Value of total assets at end of year2022-11-02$0
Value of total assets at beginning of year2022-11-02$42,577,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-02$102,139
Total interest from all sources2022-11-02$44,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-11-02$0
Administrative expenses professional fees incurred2022-11-02$15,344
Was this plan covered by a fidelity bond2022-11-02Yes
Value of fidelity bond cover2022-11-02$500,000
If this is an individual account plan, was there a blackout period2022-11-02No
Were there any nonexempt tranactions with any party-in-interest2022-11-02No
Contributions received from participants2022-11-02$3,594,753
Participant contributions at end of year2022-11-02$0
Participant contributions at beginning of year2022-11-02$523,400
Participant contributions at end of year2022-11-02$0
Participant contributions at beginning of year2022-11-02$297,906
Income. Received or receivable in cash from other sources (including rollovers)2022-11-02$385,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-11-02$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-11-02$948
Administrative expenses (other) incurred2022-11-02$69,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-02No
Value of net income/loss2022-11-02$-8,210,247
Value of net assets at end of year (total assets less liabilities)2022-11-02$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-02$42,577,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-02No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-02No
Were any leases to which the plan was party in default or uncollectible2022-11-02No
Investment advisory and management fees2022-11-02$17,631
Value of interest in pooled separate accounts at end of year2022-11-02$0
Value of interest in pooled separate accounts at beginning of year2022-11-02$40,151,550
Interest on participant loans2022-11-02$17,957
Interest earned on other investments2022-11-02$26,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-02$1,397,687
Net investment gain/loss from pooled separate accounts2022-11-02$-9,922,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-02No
Was there a failure to transmit to the plan any participant contributions2022-11-02Yes
Has the plan failed to provide any benefit when due under the plan2022-11-02No
Contributions received in cash from employer2022-11-02$1,373,016
Employer contributions (assets) at end of year2022-11-02$0
Employer contributions (assets) at beginning of year2022-11-02$206,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-02$3,508,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-02No
Did the plan have assets held for investment2022-11-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-02Yes
Opinion of an independent qualified public accountant for this plan2022-11-02Unqualified
Accountancy firm name2022-11-02FORVIS, LLP
Accountancy firm EIN2022-11-02440160260
2021 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$2,434,160
Total transfer of assets from this plan2021-12-31$2,022,577
Total income from all sources (including contributions)2021-12-31$10,938,404
Total of all expenses incurred2021-12-31$5,796,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,656,011
Expenses. Certain deemed distributions of participant loans2021-12-31$10,431
Value of total corrective distributions2021-12-31$42,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,001,944
Value of total assets at end of year2021-12-31$42,577,959
Value of total assets at beginning of year2021-12-31$37,024,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,612
Total interest from all sources2021-12-31$71,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$13,844
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,542,011
Participant contributions at end of year2021-12-31$523,400
Participant contributions at beginning of year2021-12-31$614,815
Participant contributions at end of year2021-12-31$297,906
Participant contributions at beginning of year2021-12-31$181,380
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$847,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,059
Administrative expenses (other) incurred2021-12-31$42,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,142,089
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,577,959
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,024,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,452
Value of interest in pooled separate accounts at end of year2021-12-31$40,151,550
Value of interest in pooled separate accounts at beginning of year2021-12-31$34,202,774
Interest on participant loans2021-12-31$49,926
Interest earned on other investments2021-12-31$21,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,397,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,845,935
Net investment gain/loss from pooled separate accounts2021-12-31$3,864,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,612,120
Employer contributions (assets) at end of year2021-12-31$206,468
Employer contributions (assets) at beginning of year2021-12-31$178,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,656,011
Contract administrator fees2021-12-31$24,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$3,029,567
Total transfer of assets from this plan2020-12-31$1,511,883
Total income from all sources (including contributions)2020-12-31$12,086,323
Total of all expenses incurred2020-12-31$2,800,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,681,048
Value of total corrective distributions2020-12-31$7,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,313,492
Value of total assets at end of year2020-12-31$37,024,287
Value of total assets at beginning of year2020-12-31$26,220,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$111,348
Total interest from all sources2020-12-31$52,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$13,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,945,809
Participant contributions at end of year2020-12-31$614,815
Participant contributions at beginning of year2020-12-31$481,147
Participant contributions at end of year2020-12-31$181,380
Participant contributions at beginning of year2020-12-31$132,970
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$912,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$735
Administrative expenses (other) incurred2020-12-31$81,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,286,173
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,024,287
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,220,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,785
Value of interest in pooled separate accounts at end of year2020-12-31$34,202,774
Value of interest in pooled separate accounts at beginning of year2020-12-31$24,189,166
Interest on participant loans2020-12-31$28,179
Interest earned on other investments2020-12-31$24,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,845,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,381,920
Net investment gain/loss from pooled separate accounts2020-12-31$5,720,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,455,086
Employer contributions (assets) at end of year2020-12-31$178,324
Employer contributions (assets) at beginning of year2020-12-31$34,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,681,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$7,403,114
Total transfer of assets from this plan2019-12-31$1,738,350
Total income from all sources (including contributions)2019-12-31$7,950,106
Total of all expenses incurred2019-12-31$2,101,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,945,989
Expenses. Certain deemed distributions of participant loans2019-12-31$79
Value of total corrective distributions2019-12-31$45,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,403,611
Value of total assets at end of year2019-12-31$26,220,430
Value of total assets at beginning of year2019-12-31$14,706,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,868
Total interest from all sources2019-12-31$48,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$12,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,987,448
Participant contributions at end of year2019-12-31$481,147
Participant contributions at beginning of year2019-12-31$446,381
Participant contributions at end of year2019-12-31$132,970
Participant contributions at beginning of year2019-12-31$184,693
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$348,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,718
Administrative expenses (other) incurred2019-12-31$93,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,849,070
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,220,430
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,706,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,933
Value of interest in pooled separate accounts at end of year2019-12-31$24,189,166
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,609,385
Interest on participant loans2019-12-31$26,628
Interest earned on other investments2019-12-31$21,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,381,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,370,125
Net investment gain/loss from pooled separate accounts2019-12-31$3,498,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,067,581
Employer contributions (assets) at end of year2019-12-31$34,492
Employer contributions (assets) at beginning of year2019-12-31$94,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,945,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$658,216
Total transfer of assets from this plan2018-12-31$5,387,076
Total income from all sources (including contributions)2018-12-31$3,053,318
Total of all expenses incurred2018-12-31$3,154,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,975,220
Expenses. Certain deemed distributions of participant loans2018-12-31$32,609
Value of total corrective distributions2018-12-31$18,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,697,370
Value of total assets at end of year2018-12-31$14,706,596
Value of total assets at beginning of year2018-12-31$19,536,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$127,477
Total interest from all sources2018-12-31$34,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$12,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,543,909
Participant contributions at end of year2018-12-31$446,381
Participant contributions at beginning of year2018-12-31$289,868
Participant contributions at end of year2018-12-31$184,693
Participant contributions at beginning of year2018-12-31$137,203
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$326,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$115,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-100,709
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,706,596
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,536,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$12,609,385
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,491,904
Interest on participant loans2018-12-31$16,782
Interest earned on other investments2018-12-31$17,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,370,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,481,437
Net investment gain/loss from pooled separate accounts2018-12-31$-678,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$826,499
Employer contributions (assets) at end of year2018-12-31$94,294
Employer contributions (assets) at beginning of year2018-12-31$135,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,975,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$660,382
Total income from all sources (including contributions)2017-12-31$7,264,969
Total of all expenses incurred2017-12-31$2,672,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,507,988
Expenses. Certain deemed distributions of participant loans2017-12-31$12,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,885,457
Value of total assets at end of year2017-12-31$19,536,165
Value of total assets at beginning of year2017-12-31$14,283,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$152,531
Total interest from all sources2017-12-31$28,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,511,444
Participant contributions at end of year2017-12-31$289,868
Participant contributions at beginning of year2017-12-31$246,520
Participant contributions at end of year2017-12-31$137,203
Participant contributions at beginning of year2017-12-31$87,843
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,442,715
Administrative expenses (other) incurred2017-12-31$137,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,592,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,536,165
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,283,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,252
Value of interest in pooled separate accounts at end of year2017-12-31$17,491,904
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,378,146
Interest on participant loans2017-12-31$10,548
Interest earned on other investments2017-12-31$18,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,481,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,433,307
Net investment gain/loss from pooled separate accounts2017-12-31$2,350,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$931,298
Employer contributions (assets) at end of year2017-12-31$135,753
Employer contributions (assets) at beginning of year2017-12-31$137,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,507,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$251,912
Total income from all sources (including contributions)2016-12-31$4,044,396
Total of all expenses incurred2016-12-31$3,833,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,685,338
Value of total corrective distributions2016-12-31$16,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,219,317
Value of total assets at end of year2016-12-31$14,283,463
Value of total assets at beginning of year2016-12-31$13,821,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$131,637
Total interest from all sources2016-12-31$36,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,866,101
Participant contributions at end of year2016-12-31$246,520
Participant contributions at beginning of year2016-12-31$262,964
Participant contributions at end of year2016-12-31$87,843
Participant contributions at beginning of year2016-12-31$62,947
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$521,585
Administrative expenses (other) incurred2016-12-31$131,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$210,486
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,283,463
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,821,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$12,378,146
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,222,704
Interest on participant loans2016-12-31$20,430
Interest earned on other investments2016-12-31$15,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,433,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,146,814
Net investment gain/loss from pooled separate accounts2016-12-31$788,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$831,631
Employer contributions (assets) at end of year2016-12-31$137,647
Employer contributions (assets) at beginning of year2016-12-31$125,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,685,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$1,034,252
Total transfer of assets from this plan2015-12-31$247,886
Total income from all sources (including contributions)2015-12-31$2,605,879
Total of all expenses incurred2015-12-31$3,856,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,719,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,834,405
Value of total assets at end of year2015-12-31$13,821,065
Value of total assets at beginning of year2015-12-31$14,285,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,009
Total interest from all sources2015-12-31$13,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,888,654
Participant contributions at end of year2015-12-31$262,964
Participant contributions at beginning of year2015-12-31$376,455
Participant contributions at end of year2015-12-31$62,947
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,647
Other income not declared elsewhere2015-12-31$16,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,250,788
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,821,065
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,285,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$12,222,704
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,143,994
Interest on participant loans2015-12-31$13,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,146,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,674,342
Net investment gain/loss from pooled separate accounts2015-12-31$-258,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$871,104
Employer contributions (assets) at end of year2015-12-31$125,636
Employer contributions (assets) at beginning of year2015-12-31$90,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,719,658
Contract administrator fees2015-12-31$137,009
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,809,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,250
Total income from all sources (including contributions)2014-12-31$3,471,738
Total of all expenses incurred2014-12-31$1,587,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,451,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,600,454
Value of total assets at end of year2014-12-31$14,285,487
Value of total assets at beginning of year2014-12-31$10,594,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$135,707
Total interest from all sources2014-12-31$16,831
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,538,143
Participant contributions at end of year2014-12-31$376,455
Participant contributions at beginning of year2014-12-31$446,543
Participant contributions at beginning of year2014-12-31$19,407
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$200,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,884,143
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,285,487
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,592,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$12,143,994
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,310,331
Interest on participant loans2014-12-31$16,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,674,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,813,679
Net investment gain/loss from pooled separate accounts2014-12-31$854,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$862,088
Employer contributions (assets) at end of year2014-12-31$90,696
Employer contributions (assets) at beginning of year2014-12-31$4,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,451,888
Contract administrator fees2014-12-31$135,707
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CORCORAN, ENDER & ASSOCIATES LLC
Accountancy firm EIN2014-12-31364323082
2013 : THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,541
Total income from all sources (including contributions)2013-12-31$7,712,574
Total of all expenses incurred2013-12-31$3,313,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,155,484
Expenses. Certain deemed distributions of participant loans2013-12-31$37,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,263,592
Value of total assets at end of year2013-12-31$10,594,551
Value of total assets at beginning of year2013-12-31$6,256,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$120,885
Total interest from all sources2013-12-31$40,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$120,885
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,088,660
Participant contributions at end of year2013-12-31$446,543
Participant contributions at beginning of year2013-12-31$180,809
Participant contributions at end of year2013-12-31$19,407
Participant contributions at beginning of year2013-12-31$202
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,736,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$62,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,398,749
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,592,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,193,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$8,310,331
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,564,339
Interest on participant loans2013-12-31$16,347
Interest earned on other investments2013-12-31$23,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,813,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,510,686
Net investment gain/loss from pooled separate accounts2013-12-31$1,408,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$438,855
Employer contributions (assets) at end of year2013-12-31$4,591
Employer contributions (assets) at beginning of year2013-12-31$57
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,155,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CORCORAN, ENDER AND ASSOCIATES, LLC
Accountancy firm EIN2013-12-31364323082

Form 5500 Responses for THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN

2022: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MIDWEST HR, LLC. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-02
Total amount of commissions paid to insurance brokerUSD $22,089
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,089
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered762
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $84,060
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84,060
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered770
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $92,544
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92,544
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered613
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $78,390
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,390
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $65,327
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,056
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered540
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $67,627
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,144
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Number of Individuals Covered423
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $52,332
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,519
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $53,198
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,360
Insurance broker organization code?0
Insurance broker nameEMPLOYEE BENEFITS CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930007
Policy instance 1
Insurance contract or identification number930007
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $52,635
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,790
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS CONSULTANTS INC

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