Thieman Quality Metal Fab Inc. 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Thieman Quality Metal Fab 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, Thieman Quality Metal Fab Inc. 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Thieman Quality Metal Fab Inc. under EIN 34-0927189 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $22,531,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thieman Quality Metal Fab Inc.
- EIN
- 34-0927189
- Plan number
- 002
- Plan type
- 2
- Location
- New Bremen, OH
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $22,531,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241011104144NAL0036689408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,531,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,531,899
- Net assets (BOY)
- $19,507,643
Income & contributions
- Employer contributions
- $192,328
- Participant contributions
- $897,855
- Total contributions
- $1,090,183
- Total income / additions
- $4,754,903
Expenses & distributions
- Benefits paid
- $1,641,291
- Administrative expenses
- $87,985
- Total expenses
- $1,730,647
- Net increase / (decrease)
- $3,024,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,984 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $50,434 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thieman Quality Metal Fab Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in New Bremen, OH
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation