2023 Form 5500 filing — Momentum Manufacturing Group 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 20250425130203NAL0014567376001) for Momentum Manufacturing Group 401(K) Plan, reported by Momentum Manufacturing Group under EIN 82-3027983 and plan number 001. It reports 679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250425130203NAL0014567376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Momentum Manufacturing Group
- EIN
- 82-3027983
- Plan number
- 001
- Location
- St. Johnsbury, VT
- Participants
- 679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,996,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,996,745
- Employer contributions
- $264,138
- Participant contributions
- $1,105,064
- Total income / additions
- $4,140,602
- Benefits paid
- $1,486,722
- Administrative expenses
- $74,773
- Total expenses
- $1,580,011
- Net increase / (decrease)
- $2,560,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $42,864 | $0 |
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $31,908 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |