2023 Form 5500 filing — Metro Corp. Retirement 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 20241008150836NAL0029034448001) for Metro Corp. Retirement Savings Plan, reported by Metro Corp. under EIN 23-2230668 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150836NAL0029034448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metro Corp.
- EIN
- 23-2230668
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,384,878
- Total liabilities (EOY)
- $32,722
- Net assets (EOY)
- $10,352,156
- Employer contributions
- $716
- Participant contributions
- $360,854
- Total income / additions
- $2,116,119
- Benefits paid
- $692,477
- Administrative expenses
- $35,777
- Total expenses
- $751,578
- Net increase / (decrease)
- $1,364,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Penserv Plan Services | RECORDKEEPER | $12,969 | not reported in the loaded dataset |
| David Kerchner | INVESTMENT MANAGER | $11,638 | not reported in the loaded dataset |
| John T. Lauer, Ii | FIDUCIARY | $11,638 | not reported in the loaded dataset |