2023 Form 5500 filing — Roy Metal Finishing Inc. 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 20241031051033NAL0001352401001) for Roy Metal Finishing Inc. 401(K) Plan, reported by Roy Metal Finishing Company Inc. under EIN 57-0447100 and plan number 001. It reports 158 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)$7.8MReported net assets$7,817,568
Participants158
Provider compensation$6.9K3 Schedule C row(s)$6,893
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241031051033NAL0001352401001
Plan sponsor
Roy Metal Finishing Company Inc.
EIN
57-0447100
Plan number
001
Location
Peidmont, SC
Received date
not reported in the loaded dataset
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$736.4K
Benefits paid / distributions$727.3K
Contributions
Employer$145.3K
Participant$296.7K
Full reported line items
Total assets (EOY)
$7,817,568
Total liabilities (EOY)
$0
Net assets (EOY)
$7,817,568
Employer contributions
$145,251
Participant contributions
$296,721
Total income / additions
$1,411,528
Benefits paid
$727,287
Administrative expenses
$6,893
Total expenses
$736,425
Net increase / (decrease)
$675,103

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$6,843$0
Charles Schwab & Co, Inc.INVESTMENT MANAGER$50$0
Td Ameritrade, Inc.SECURITES BROKER$0$0

Related Form 5500 pages