Microline Surgical Inc 401(K) Plan — Form 5500 plan (Microline Surgical, 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, Microline Surgical Inc 401(K) Plan is a benefit plan reported by Microline Surgical, Inc. under EIN 04-2974225 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $12,805,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Microline Surgical, Inc.
EIN
04-2974225
Plan number
001
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
198
End-of-year plan assets
$12,805,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241015051001NAL0046744576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,805,858
Total liabilities (EOY)
$0
Net assets (EOY)
$12,805,858
Net assets (BOY)
$10,565,383

Income & contributions

Employer contributions
$573,496
Participant contributions
$1,300,323
Total contributions
$2,007,149
Total income / additions
$3,737,264

Expenses & distributions

Benefits paid
$1,479,879
Administrative expenses
$3,247
Total expenses
$1,496,789
Net increase / (decrease)
$2,240,475

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$3,246$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morgan Stanley Smith Barney LLCADVISOR$0$02023

Related Form 5500 pages