Metal Companies 401(K) Plan — Form 5500 plan (Payroll & Insurance Group Inc)

Plain-English plan 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, Metal Companies 401(K) Plan is a benefit plan reported by Payroll & Insurance Group Inc under EIN 01-0606601 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,450 participants and $132,218,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Payroll & Insurance Group Inc
EIN
01-0606601
Plan number
003
Plan type
3
Location
Northbrook, IL
Latest filing year
2023
Participants
1,450
End-of-year plan assets
$132,218,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,450H, C20241010090120NAL0009838915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,218,919
Total liabilities (EOY)
$0
Net assets (EOY)
$132,218,919
Net assets (BOY)
$109,670,402

Income & contributions

Employer contributions
$5,774,331
Participant contributions
$7,820,047
Total contributions
$14,121,921
Total income / additions
$33,910,596

Expenses & distributions

Benefits paid
$11,147,756
Administrative expenses
$192,205
Total expenses
$11,362,079
Net increase / (decrease)
$22,548,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OperaNONE$100,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$91,435$02023

Related Form 5500 pages