Vista Metals, Inc. Profit Sharing Plan — Form 5500 plan (Vista Metals, 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, Vista Metals, Inc. Profit Sharing Plan is a benefit plan reported by Vista Metals, Inc. under EIN 25-1199368 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $11,567,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vista Metals, Inc.
- EIN
- 25-1199368
- Plan number
- 001
- Plan type
- 2
- Location
- Mckeesport, PA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $11,567,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241015093141NAL0014316787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,567,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,567,849
- Net assets (BOY)
- $13,774,767
Income & contributions
- Employer contributions
- $181,184
- Participant contributions
- $502,779
- Total contributions
- $772,696
- Total income / additions
- $2,599,430
Expenses & distributions
- Benefits paid
- $4,765,024
- Administrative expenses
- $41,324
- Total expenses
- $4,806,348
- Net increase / (decrease)
- -$2,206,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fragasso Financial Advisors | INVESTMENT ADVISOR | $22,876 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,161 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $287 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vista Metals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mckeesport, PA
- Fragasso Financial Advisors — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation