2023 Form 5500 filing — Mi Metals, Inc. 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723134844NAL0011854417001) for Mi Metals, Inc. 401(K) Savings Plan, reported by Beam Associates, LLC under EIN 46-3047184 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723134844NAL0011854417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beam Associates, LLC
- EIN
- 46-3047184
- Plan number
- 001
- Location
- Oldsmar, FL
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,363,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,363,289
- Employer contributions
- $286,510
- Participant contributions
- $805,246
- Total income / additions
- $1,850,570
- Benefits paid
- $494,916
- Administrative expenses
- $10,820
- Total expenses
- $506,435
- Net increase / (decrease)
- $1,344,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consultant | SERVICE PROVIDER | $0 | $30,147 |