William H. Metcalfe & Sons, Inc. Employees' 401(K) Plan — Form 5500 plan (William H. Metcalfe And Sons, 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, William H. Metcalfe & Sons, Inc. Employees' 401(K) Plan is a benefit plan reported by William H. Metcalfe And Sons, Inc. under EIN 52-0819008 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $11,137,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William H. Metcalfe And Sons, Inc.
- EIN
- 52-0819008
- Plan number
- 002
- Plan type
- 2
- Location
- Clinton, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H | 20250915002149NAL0000772080001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $11,137,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,137,265
- Net assets (BOY)
- $9,247,255
Income & contributions
- Employer contributions
- $58,561
- Participant contributions
- $263,320
- Total contributions
- $321,881
- Total income / additions
- $2,916,038
Expenses & distributions
- Benefits paid
- $1,000,568
- Administrative expenses
- $25,460
- Total expenses
- $1,026,028
- Net increase / (decrease)
- $1,890,010
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.