Micro Matic Usa, Inc. Retirement Savings Plan — Form 5500 plan (Micro Matic Usa, 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, Micro Matic Usa, Inc. Retirement Savings Plan is a benefit plan reported by Micro Matic Usa, Inc. under EIN 51-0279808 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $16,970,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Micro Matic Usa, Inc.
- EIN
- 51-0279808
- Plan number
- 001
- Plan type
- 2
- Location
- Brooksville, FL
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $16,970,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241015162948NAL0015082515004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,970,807
- Total liabilities (EOY)
- $5,272
- Net assets (EOY)
- $16,965,535
- Net assets (BOY)
- $14,660,918
Income & contributions
- Employer contributions
- $302,977
- Participant contributions
- $1,056,709
- Total contributions
- $1,359,686
- Total income / additions
- $3,377,825
Expenses & distributions
- Benefits paid
- $1,060,298
- Administrative expenses
- $6,414
- Total expenses
- $1,073,208
- Net increase / (decrease)
- $2,304,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $52,191 | $0 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $375 | $12,224 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,068 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Micro Matic Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Brooksville, FL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation