Manthei 401(K) Profit Sharing Plan — Form 5500 plan (Manthei, 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, Manthei 401(K) Profit Sharing Plan is a benefit plan reported by Manthei, Inc. under EIN 38-1858891 and plan number 001. The latest loaded filing year is 2023. The filing reports 544 participants and $16,050,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Manthei, Inc.
- EIN
- 38-1858891
- Plan number
- 001
- Plan type
- 3
- Location
- Petoskey, MI
- Latest filing year
- 2023
- Participants
- 544
- End-of-year plan assets
- $16,050,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544 | H, C | 20241015120825NAL0047785392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,050,273
- Total liabilities (EOY)
- $24,763
- Net assets (EOY)
- $16,025,510
- Net assets (BOY)
- $12,623,282
Income & contributions
- Employer contributions
- $527,234
- Participant contributions
- $1,676,988
- Total contributions
- $2,545,043
- Total income / additions
- $4,999,772
Expenses & distributions
- Benefits paid
- $1,503,705
- Administrative expenses
- $73,212
- Total expenses
- $1,597,544
- Net increase / (decrease)
- $3,402,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $73,212 | $0 | 2023 |
| Victory Funds | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Vanguard Group | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Franklin Templeton | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Lord Abbett | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Harbor Capital | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Transamerica Fund | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Cohen & Steers Funds | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| American Funds | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Artisan Partners | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Principal Funds | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Mfs Funds | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Thornburg Funds | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Manthei, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Petoskey, MI
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Victory Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Harbor Capital — Schedule C compensation
- Transamerica Fund — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Fifth Third Bank Retirement Service — Schedule C compensation
- American Funds — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Principal Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Thornburg Funds — Schedule C compensation