Mizar Holding Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mizar Holding Company, 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, Mizar Holding Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mizar Holding Company, Inc. under EIN 36-2673972 and plan number 002. The latest loaded filing year is 2023. The filing reports 406 participants and $29,212,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mizar Holding Company, Inc.
- EIN
- 36-2673972
- Plan number
- 002
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $29,212,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20240805141652NAL0000728483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,212,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,212,059
- Net assets (BOY)
- $25,728,147
Income & contributions
- Employer contributions
- $1,165,204
- Participant contributions
- $2,184,356
- Total contributions
- $3,546,808
- Total income / additions
- $7,330,729
Expenses & distributions
- Benefits paid
- $3,738,088
- Administrative expenses
- $108,729
- Total expenses
- $3,846,817
- Net increase / (decrease)
- $3,483,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $108,634 | $0 | 2023 |
| Alera Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $30,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mizar Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Principal Life Insurance Company — Schedule C compensation
- Alera Investment Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation