Mate Precision Technologies Employee Retirement Savings Plan — Form 5500 plan (Mate Precision Technologies)
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, Mate Precision Technologies Employee Retirement Savings Plan is a benefit plan reported by Mate Precision Technologies under EIN 41-0881512 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $71,594,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mate Precision Technologies
- EIN
- 41-0881512
- Plan number
- 001
- Plan type
- 2
- Location
- Anoka, MN
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $71,594,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20240919130153NAL0003569059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,594,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,594,211
- Net assets (BOY)
- $61,538,153
Income & contributions
- Employer contributions
- $1,077,108
- Participant contributions
- $2,347,967
- Total contributions
- $4,051,387
- Total income / additions
- $16,122,036
Expenses & distributions
- Benefits paid
- $6,096,041
- Administrative expenses
- -$30,063
- Total expenses
- $6,065,978
- Net increase / (decrease)
- $10,056,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $22,528 | not reported in the loaded dataset | 2023 |
| Securities America Advisor Inc | ADVISOR | $15,187 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$77,524 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mate Precision Technologies
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Anoka, MN
- Global Retirement Partners LLC — Schedule C compensation
- Securities America Advisor Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation