Original filing (PDF)20251219134333NAL0014326962001

MIDWEST RESOURCES, INC.

Name: MIDWEST RESOURCES, INC. — MIDWEST RESOURCES, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MIDWEST RESOURCES, INC.

Form 5500

FILING_RECEIVED

MIDWEST RESOURCES, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWEST RESOURCES, INC..

Plan sponsor

Name

MIDWEST RESOURCES, INC.

EIN

39-1407060

Address

2511 NORTH 124TH STREET, SUITE 105 · BROOKFIELD, WI · 53005

Phone

(262) 786-6338

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-19

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.2M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
ASSOCIATED EQUITY INCOME FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6476047 / PN 001	Common Collective Trust	$1.2M	100.0%

1–1 of 1

Related plans

Similar-size Finance & Insurance plans

LOWELL BLAKE & ASSOCIATES, INC.

FINAL LOWELL, BLAKE & ASSOCIATES, INCORPORATED RETIREMENT PLAN AND 401(K) PLAN

LIPPERT/HEILSHORN & ASSOCIATES, INC.

LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN

GALTERE INC.

GALTERE INC. 401(K) PLAN

JEFFREY A SCALES

JEFFREY A SCALES 401(K) PROFIT SHARING PLAN AND TRUST

FIRST FINANCIAL STRATEGIES, LLC

FIRST FINANCIAL STRATEGIES, LLC 401(K) PLAN