Metz Culinary Management, LLC 401(K) Plan — Form 5500 plan (Metz Culinary Management, LLC)

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, Metz Culinary Management, LLC 401(K) Plan is a benefit plan reported by Metz Culinary Management, LLC under EIN 23-2766461 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,098 participants and $30,546,567 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.5MPlan net assets, end of year$30,546,567
Participants6.1KCovered participants reported6,098
Assets / participant$5KComputed: assets ÷ participants$5,009 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Metz Culinary Management, LLC
EIN
23-2766461
Plan number
001
Plan type
2
Location
Dallas, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,098H, C20241015072940NAL0015941059001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.5M total assets
Net assets$30.5MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$2.9M
Benefits paid / distributions$2.6M
Contributions
Employer$300.1K
Participant$3.7M
Full reported line items

Net assets

Total assets (EOY)
$30,546,567
Total liabilities (EOY)
$0
Net assets (EOY)
$30,546,567
Net assets (BOY)
$23,987,123

Income & contributions

Employer contributions
$300,086
Participant contributions
$3,657,833
Total contributions
$4,762,420
Total income / additions
$9,456,701

Expenses & distributions

Benefits paid
$2,642,300
Administrative expenses
$103,626
Total expenses
$2,907,756
Net increase / (decrease)
$6,548,945
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 8%Participant 92%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages