Metalex Manufacturing, Inc. Employee Profit Sharing And 401(K) Plan — Form 5500 plan (Metalex Manufacturing, 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, Metalex Manufacturing, Inc. Employee Profit Sharing And 401(K) Plan is a benefit plan reported by Metalex Manufacturing, Inc. under EIN 31-1122107 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $41,577,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metalex Manufacturing, Inc.
- EIN
- 31-1122107
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $41,577,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20240801105609NAL0023603361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,577,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,577,410
- Net assets (BOY)
- $34,862,352
Income & contributions
- Employer contributions
- $349,152
- Participant contributions
- $1,067,379
- Total contributions
- $1,437,394
- Total income / additions
- $7,473,099
Expenses & distributions
- Benefits paid
- $658,716
- Administrative expenses
- $99,325
- Total expenses
- $758,041
- Net increase / (decrease)
- $6,715,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $40,825 | not reported in the loaded dataset | 2023 |
| Somerset Cpas | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metalex Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Ubs Financial Services — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Somerset Cpas — Schedule C compensation
- Matrix Trust Company — Schedule C compensation