2023 Form 5500 filing — Mti Bargaining Units 401(K) 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 20241011083918NAL0021537361001) for Mti Bargaining Units 401(K) Plan, reported by Dock Foundry LLC D/B/A Metal Technologies-Three Rivers Gray Iron under EIN 38-0490981 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083918NAL0021537361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dock Foundry LLC D/B/A Metal Technologies-Three Rivers Gray Iron
- EIN
- 38-0490981
- Plan number
- 002
- Location
- Three Rivers, MI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,437,316
- Net assets (EOY)
- $5,437,316
- Participant contributions
- $301,406
- Total income / additions
- $1,301,865
- Benefits paid
- $964,016
- Administrative expenses
- $8,890
- Total expenses
- $972,906
- Net increase / (decrease)
- $328,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services, In | NONE | $8,890 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |