Metallics, Inc. 401(K) Retirement Plan — Form 5500 plan (Metallics, 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, Metallics, Inc. 401(K) Retirement Plan is a benefit plan reported by Metallics, Inc. under EIN 39-0756971 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $8,723,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metallics, Inc.
EIN
39-0756971
Plan number
001
Plan type
2
Location
Onalaska, WI
Latest filing year
2023
Participants
201
End-of-year plan assets
$8,723,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20240731152707NAL0012826595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,723,544
Total liabilities (EOY)
$2,161
Net assets (EOY)
$8,721,383
Net assets (BOY)
$8,102,247

Income & contributions

Employer contributions
$50,665
Participant contributions
$261,657
Total contributions
$312,322
Total income / additions
$1,670,481

Expenses & distributions

Benefits paid
$1,009,900
Administrative expenses
$41,445
Total expenses
$1,051,345
Net increase / (decrease)
$619,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Point IncNONE$41,445not reported in the loaded dataset2023

Related Form 5500 pages