Original filing (PDF)20250404141754NAL0018470992001

MID AMERICAN WEALTH ADVISORY GROUP INC.

Name: MID AMERICAN WEALTH ADVISORY GROUP INC. — MID AMERICAN WEALTH ADVISORY GROUP INC. 401(K) PLAN, Form 5500 (2023)
Creator: MID AMERICAN WEALTH ADVISORY GROUP INC.

Form 5500-SF

FILING_RECEIVED

MID AMERICAN WEALTH ADVISORY GROUP INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID AMERICAN WEALTH ADVISORY GROUP INC..

Plan sponsor

Name

MID AMERICAN WEALTH ADVISORY GROUP INC.

EIN

43-1850268

Address

7505 NW TIFFANY SPRINGS PKWY · 4TH FLOOR · KANSAS CITY, MO · 64153

Phone

(816) 640-5888

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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