Niles Precision Company Employees' Profit Sharing/401(K) Plan — Form 5500 plan (Niles Precision Company)

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, Niles Precision Company Employees' Profit Sharing/401(K) Plan is a benefit plan reported by Niles Precision Company under EIN 38-1351498 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $21,008,665 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21MPlan net assets, end of year$21,008,665
Participants187Covered participants reported
Assets / participant$112.3KComputed: assets ÷ participants$112,346 (computed)
Provider compensation$75.4K3 Schedule C provider row(s)$75,389
Plan sponsor
Niles Precision Company
EIN
38-1351498
Plan number
001
Plan type
2
Location
Niles, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20240920134440NAL0007903905001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$90.6K
Participant$572.9K
Full reported line items

Net assets

Total assets (EOY)
$21,008,665
Total liabilities (EOY)
$0
Net assets (EOY)
$21,008,665
Net assets (BOY)
$19,357,602

Income & contributions

Employer contributions
$90,621
Participant contributions
$572,947
Total contributions
$665,923
Total income / additions
$3,145,040

Expenses & distributions

Benefits paid
$1,418,587
Administrative expenses
$75,390
Total expenses
$1,493,977
Net increase / (decrease)
$1,651,063
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Actium LLCINVESTMENT ADVISOR$26,299not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$25,601$02023
Fifth Third BankINVESTMENT ADVISOR$23,489not reported in the loaded dataset2023

Related Form 5500 pages