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RETIREMENT INCOME SECURITY PLAN-MWI, INC. 401k Plan overview

Plan NameRETIREMENT INCOME SECURITY PLAN-MWI, INC.
Plan identification number 001

RETIREMENT INCOME SECURITY PLAN-MWI, INC. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MWI, INC. has sponsored the creation of one or more 401k plans.

Company Name:MWI, INC.
Employer identification number (EIN):223890841
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-MWI, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN STOUT2024-08-20
0012022-01-01STEVEN STOUT2023-07-24
0012021-01-01STEVEN STOUT2022-07-26
0012020-01-01STEVEN STOUT2021-07-22
0012019-01-01STEVEN STOUT2020-07-03

Plan Statistics for RETIREMENT INCOME SECURITY PLAN-MWI, INC.

401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-MWI, INC.

Measure Date Value
2025: RETIREMENT INCOME SECURITY PLAN-MWI, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2811
Total number of particpants at end of year2025-07-289
Number of Participants With Account Balances2025-07-286
2024: RETIREMENT INCOME SECURITY PLAN-MWI, INC. 2024 401k membership
Total number of particpants at beginning of year2024-08-2013
Total number of particpants at end of year2024-08-2011
Number of Participants With Account Balances2024-08-209
2022: RETIREMENT INCOME SECURITY PLAN-MWI, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2618
Total number of particpants at end of year2022-07-2619
Number of Participants With Account Balances2022-07-2610

Financial Data on RETIREMENT INCOME SECURITY PLAN-MWI, INC.

Measure Date Value
2025 : RETIREMENT INCOME SECURITY PLAN-MWI, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28138627
Net assets as of the end of the plan year2025-07-28138809
Total assets as of the beginning of the plan year2025-07-28211304
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-2827682
Value of participant loans at end of plan year2025-07-280
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2825650
Plan net income in this plan year2025-07-28-72495
Net assets as of the end of the plan year2025-07-28138809
Net assets as of the beginning of the plan year2025-07-28211304
Value of contributions failed to transmitted timely2025-07-280
Employer contributions to plan in this plan year2025-07-2812800
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28908
2024 : RETIREMENT INCOME SECURITY PLAN-MWI, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-200
Total liabilities as of the end of the plan year2024-08-200
Total liabilities as of the beginning of the plan year2024-08-200
Total expenses incurred by plan in this plan year2024-08-208568
Net assets as of the end of the plan year2024-08-20211304
Total assets as of the beginning of the plan year2024-08-20145215
Value of plan covered by a fidelity bond2024-08-20500000
Participant contributions to plan in this plan year2024-08-2032579
Other expenses paid from plan in this plan year2024-08-200
Other contributions to plan in this plan year2024-08-200
Other income to plan in this plan year2024-08-2033878
Plan net income in this plan year2024-08-2066089
Net assets as of the end of the plan year2024-08-20211304
Net assets as of the beginning of the plan year2024-08-20145215
Employer contributions to plan in this plan year2024-08-208200
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-20590
2022 : RETIREMENT INCOME SECURITY PLAN-MWI, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-26175
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-269561
Net assets as of the end of the plan year2022-07-26135383
Total assets as of the beginning of the plan year2022-07-2682290
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-2643380
Value of participant loans at end of plan year2022-07-260
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2616599
Plan net income in this plan year2022-07-2652918
Net assets as of the end of the plan year2022-07-26135208
Net assets as of the beginning of the plan year2022-07-2682290
Value of contributions failed to transmitted timely2022-07-2618926
Employer contributions to plan in this plan year2022-07-262500
Fees paid to broker by Benefit Provider2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-26414

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