Metastar, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Metastar, 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, Metastar, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Metastar, Inc. under EIN 39-1332612 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $24,765,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metastar, Inc.
EIN
39-1332612
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
129
End-of-year plan assets
$24,765,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20240815153459NAL0013387665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,765,798
Total liabilities (EOY)
$5,479
Net assets (EOY)
$24,760,319
Net assets (BOY)
$21,839,145

Income & contributions

Employer contributions
$656,377
Participant contributions
$686,996
Total contributions
$1,590,512
Total income / additions
$4,952,259

Expenses & distributions

Benefits paid
$1,945,972
Administrative expenses
$85,113
Total expenses
$2,031,085
Net increase / (decrease)
$2,921,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth Management, LLCNONE$47,219not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$37,894$02023

Related Form 5500 pages