2023 Form 5500 filing — The Retirement Plan For Associates Of Metromont LLC

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 20240801133847NAL0013514323001) for The Retirement Plan For Associates Of Metromont LLC, reported by Metromont LLC under EIN 58-2322112 and plan number 001. It reports 1,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$70MReported net assets$70,039,603

Participants1.1K1,103

Provider compensation$94.6K3 Schedule C row(s)$94,551

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240801133847NAL0013514323001
Plan sponsor: Metromont LLC
EIN: 58-2322112
Plan number: 001
Location: Greenville, SC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$70M total assets

Net assets$70MLiabilities$0

Money in vs. money out

Total income / additions$16.8M

Total expenses$7.3M

Benefits paid / distributions$7.1M

Contributions

Employer$2.4M

Participant$4.7M

Full reported line items

Total assets (EOY): $70,039,603
Total liabilities (EOY): $0
Net assets (EOY): $70,039,603
Employer contributions: $2,447,101
Participant contributions: $4,713,705
Total income / additions: $16,751,905
Benefits paid: $7,132,263
Administrative expenses: $94,552
Total expenses: $7,313,641
Net increase / (decrease): $9,438,264

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$72.1K
RECORDKEEPER · Direct $72.1K · Indirect $0
2
Empower Advisory Group, LLC$21.2K
INVESTMENT MGMT · Direct $21.2K
3
Qdro Consultants Company, LLC$1.2K
CONSULTING · Direct $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801133847NAL0013514323001 cover?: It is the 2023 Form 5500 filing for The Retirement Plan For Associates Of Metromont LLC, reported by Metromont LLC (EIN 58-2322112).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).