Mts Seating 401(K) Plan & Trust — Form 5500 plan (Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating)
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, Mts Seating 401(K) Plan & Trust is a benefit plan reported by Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating under EIN 38-1543409 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $23,972,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating
- EIN
- 38-1543409
- Plan number
- 001
- Plan type
- 3
- Location
- Temperance, MI
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $23,972,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20240930140238NAL0002663363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,972,974
- Total liabilities (EOY)
- $12,935
- Net assets (EOY)
- $23,960,039
- Net assets (BOY)
- $20,536,534
Income & contributions
- Employer contributions
- $279,239
- Participant contributions
- $1,195,486
- Total contributions
- $1,474,725
- Total income / additions
- $4,991,398
Expenses & distributions
- Benefits paid
- $1,463,579
- Administrative expenses
- $104,314
- Total expenses
- $1,567,893
- Net increase / (decrease)
- $3,423,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $81,329 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $22,985 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Temperance, MI
- Captrust Investment Advisors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation