Midwest Agency, LLP DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Midwest Agency, LLP
  • Sponsor EIN: 391933489
  • Sponsor Address: 8251 NORTHWOODS DRIVE, SUITE B, LINCOLN, NE, 68505
  • Plan Type: DB
  • Total Participants: 7
  • Total Assets: $5.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$5.5M$0$0
20235$5.4M$0$0
20226$5.1M$126,000$0

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