2023 Form 5500 filing — New Mather Metals, Inc. Franklin Plant 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 20241017121128NAL0033011073001) for New Mather Metals, Inc. Franklin Plant 401(K) Plan, reported by New Mather Metals, Inc. under EIN 34-1561820 and plan number 008. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017121128NAL0033011073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Mather Metals, Inc.
- EIN
- 34-1561820
- Plan number
- 008
- Location
- Franklin, KY
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,458,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,458,378
- Employer contributions
- $517,639
- Participant contributions
- $1,388,648
- Total income / additions
- $3,986,530
- Benefits paid
- $1,207,389
- Administrative expenses
- $58,486
- Total expenses
- $1,274,092
- Net increase / (decrease)
- $2,712,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,056 | $0 |
| Argi Investment Services LLC | ADVISOR | $18,259 | not reported in the loaded dataset |
| Cerity Partners Retirement Plan | ADVISOR | $6,878 | not reported in the loaded dataset |