Methods Machine Tools, Inc. Retirement Savings Plan — Form 5500 plan (Methods Machine Tools, 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, Methods Machine Tools, Inc. Retirement Savings Plan is a benefit plan reported by Methods Machine Tools, Inc. under EIN 04-2254513 and plan number 001. The latest loaded filing year is 2023. The filing reports 659 participants and $54,228,729 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Methods Machine Tools, Inc.
EIN
04-2254513
Plan number
001
Plan type
2
Location
Sudbury, MA
Latest filing year
2023
Participants
659
End-of-year plan assets
$54,228,729

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023659H, C20241014151310NAL0026528369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,228,729
Total liabilities (EOY)
$0
Net assets (EOY)
$54,228,729
Net assets (BOY)
$49,102,479

Income & contributions

Employer contributions
$295,070
Participant contributions
$2,596,367
Total contributions
$2,934,093
Total income / additions
$11,584,571

Expenses & distributions

Benefits paid
$6,376,778
Administrative expenses
$98,631
Total expenses
$6,458,321
Net increase / (decrease)
$5,126,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$50,374$02023
Wilmington Trust, N.A.INVESTMENT ADVISOR$48,257not reported in the loaded dataset2023

Related Form 5500 pages