The Specialty Mfg. Co. 401(K) Profit Sharing Plan — Form 5500 plan (The Specialty Mfg. Co.)
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, The Specialty Mfg. Co. 401(K) Profit Sharing Plan is a benefit plan reported by The Specialty Mfg. Co. under EIN 41-0673819 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $49,232,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Specialty Mfg. Co.
- EIN
- 41-0673819
- Plan number
- 002
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $49,232,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241206080149NAL0008922176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,232,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,232,040
- Net assets (BOY)
- $47,595,936
Income & contributions
- Employer contributions
- $2,624,526
- Participant contributions
- $701,674
- Total contributions
- $3,347,316
- Total income / additions
- $9,642,454
Expenses & distributions
- Benefits paid
- $7,862,050
- Administrative expenses
- $136,813
- Total expenses
- $8,006,350
- Net increase / (decrease)
- $1,636,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,813 | $0 | 2023 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISORY | $0 | $80,290 | 2023 |