2023 Form 5500 filing — Medler Electric Company Employee Stock Ownership Plan And Trust
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 20240731104507NAL0014247283007) for Medler Electric Company Employee Stock Ownership Plan And Trust, reported by Medler Electric Company under EIN 38-1655673 and plan number 003. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731104507NAL0014247283007
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medler Electric Company
- EIN
- 38-1655673
- Plan number
- 003
- Location
- Alma, MI
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,136,807
- Total liabilities (EOY)
- $10,659
- Net assets (EOY)
- $23,126,148
- Employer contributions
- $1,828,151
- Total income / additions
- $6,702,595
- Benefits paid
- $3,052,088
- Administrative expenses
- $37,684
- Total expenses
- $3,089,772
- Net increase / (decrease)
- $3,612,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Institutional Asset Management | INVESTMENT BROKER | $19,826 | not reported in the loaded dataset |
| Raymond James & Associates, Inc. | INVESTMENT BROKER | $12,646 | not reported in the loaded dataset |