Original filing (PDF)20251001162333NAL0012836785001

MIDSTATES VALUATION LLC

Name: MIDSTATES VALUATION LLC — MIDSTATES VALUATION LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MIDSTATES VALUATION LLC

Form 5500-SF

FILING_RECEIVED

MIDSTATES VALUATION LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 MIDSTATES VALUATION LLC.

Plan sponsor

Name

MIDSTATES VALUATION LLC

EIN

92-4017998

Address

10990 QUIVIRA, SUITE 100 · OVERLAND PARK, KS · 66210

Phone

(913) 451-1451

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SOUTHLAND PROPERTY TAX CONSULTANTS, INC.

SOUTHLAND PROPERTY TAX CONSULTANTS, INC. DEFINED BENEFIT PLAN

$4.7M · 6 participants

DELTA MASS APPRAISAL SERVICES, INC.

DELTA MASS APPRAISAL SERVICES, INC. RETIREMENT PLAN

$4.7M · 10 participants

S.S. HERRON & ASSOCIATES, INC.

S.S. HERRON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$4.6M · 19 participants

DON R SCHEIDT AND COMPANY INC

DON R SCHEIDT AND COMPANY INC EMPLOYEES SAVINGS PLAN

$4.9M · 24 participants

DUGGER, GRAFE, SWANSON, INC.