Metropolitan Companies 401(K) Plan — Form 5500 plan (Metropolitan Management Group)
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, Metropolitan Companies 401(K) Plan is a benefit plan reported by Metropolitan Management Group under EIN 23-2807918 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $2,335,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metropolitan Management Group
- EIN
- 23-2807918
- Plan number
- 001
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $2,335,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241120122650NAL0006598192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,335,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,335,366
- Net assets (BOY)
- $1,183,936
Income & contributions
- Employer contributions
- $188,225
- Participant contributions
- $817,843
- Total contributions
- $1,020,252
- Total income / additions
- $1,311,618
Expenses & distributions
- Benefits paid
- $142,028
- Administrative expenses
- $18,160
- Total expenses
- $160,188
- Net increase / (decrease)
- $1,151,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services, LLC | RECORDKEEPER | $18,158 | not reported in the loaded dataset | 2023 |