Musco Profit Sharing And Employee Savings Plan — Form 5500 plan (Musco Corporation)
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, Musco Profit Sharing And Employee Savings Plan is a benefit plan reported by Musco Corporation under EIN 42-1107452 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,530 participants and $306,678,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Musco Corporation
- EIN
- 42-1107452
- Plan number
- 001
- Plan type
- 2
- Location
- Oskaloosa, IA
- Latest filing year
- 2023
- Participants
- 1,530
- End-of-year plan assets
- $306,678,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,530 | H, C | 20241003084024NAL0009640385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $306,678,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $306,678,616
- Net assets (BOY)
- $255,935,033
Income & contributions
- Employer contributions
- $10,927,929
- Participant contributions
- $11,029,763
- Total contributions
- $22,563,453
- Total income / additions
- $62,925,425
Expenses & distributions
- Benefits paid
- $11,843,054
- Administrative expenses
- $338,788
- Total expenses
- $12,181,842
- Net increase / (decrease)
- $50,743,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $257,812 | $0 | 2023 |
| Advanced Capital Group | INVESTMENT ADVISOR | $68,000 | not reported in the loaded dataset | 2023 |
| Forge Financial And Management Cons | NONE | $12,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Musco Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Oskaloosa, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Forge Financial And Management Cons — Schedule C compensation