Metropolitan Enterprises 401(K) Plan — Form 5500 plan (Metropolitan Enterprises)

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, Metropolitan Enterprises 401(K) Plan is a benefit plan reported by Metropolitan Enterprises under EIN 38-3062222 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $21,459,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metropolitan Enterprises
EIN
38-3062222
Plan number
001
Plan type
2
Location
Wyoming, MI
Latest filing year
2023
Participants
336
End-of-year plan assets
$21,459,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20241007104709NAL0008799939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,459,889
Total liabilities (EOY)
$0
Net assets (EOY)
$21,459,889
Net assets (BOY)
$19,709,469

Income & contributions

Total contributions
$0
Total income / additions
$2,650,601

Expenses & distributions

Benefits paid
$857,113
Administrative expenses
$43,068
Total expenses
$900,181
Net increase / (decrease)
$1,750,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,823$02023
Merrill LynchINVESTMENT ADVISORY$20,245$52023

Related Form 5500 pages