2023 Form 5500 filing — Metcut Employee Stock Ownership 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 20241007083327NAL0031265426001) for Metcut Employee Stock Ownership Trust, reported by Metcut Research Associates Inc under EIN 31-0599320 and plan number 003. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.8MReported net assets$25,836,921
Participants160
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007083327NAL0031265426001
Plan sponsor
Metcut Research Associates Inc
EIN
31-0599320
Plan number
003
Location
Cincinnati, OH
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)$30.1M total assets
Net assets$25.8MLiabilities$4.3M
Money in vs. money out
Total income / additions$6.2M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$1.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$30,098,272
Total liabilities (EOY)
$4,261,351
Net assets (EOY)
$25,836,921
Employer contributions
$1,500,000
Total income / additions
$6,213,818
Benefits paid
$1,679,067
Administrative expenses
$205
Total expenses
$1,891,063
Net increase / (decrease)
$4,322,755

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007083327NAL0031265426001 cover?
It is the 2023 Form 5500 filing for Metcut Employee Stock Ownership Trust, reported by Metcut Research Associates Inc (EIN 31-0599320).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages