Mi Metals, Inc. 401(K) Savings Plan — Form 5500 plan (Beam Associates, LLC)

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, Mi Metals, Inc. 401(K) Savings Plan is a benefit plan reported by Beam Associates, LLC under EIN 46-3047184 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $6,363,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beam Associates, LLC
EIN
46-3047184
Plan number
001
Plan type
2
Location
Oldsmar, FL
Latest filing year
2023
Participants
381
End-of-year plan assets
$6,363,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20240723134844NAL0011854417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,363,289
Total liabilities (EOY)
$0
Net assets (EOY)
$6,363,289
Net assets (BOY)
$5,019,154

Income & contributions

Employer contributions
$286,510
Participant contributions
$805,246
Total contributions
$1,099,176
Total income / additions
$1,850,570

Expenses & distributions

Benefits paid
$494,916
Administrative expenses
$10,820
Total expenses
$506,435
Net increase / (decrease)
$1,344,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valley Forge Investment ConsultantSERVICE PROVIDER$0$30,1472023

Related Form 5500 pages