Roy Metal Finishing Inc. 401(K) Plan — Form 5500 plan (Roy Metal Finishing Company 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, Roy Metal Finishing Inc. 401(K) Plan is a benefit plan reported by Roy Metal Finishing Company Inc. under EIN 57-0447100 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $7,817,568 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.8MPlan net assets, end of year$7,817,568
Participants158Covered participants reported
Assets / participant$49.5KComputed: assets ÷ participants$49,478 (computed)
Provider compensation$6.9K3 Schedule C provider row(s)$6,893
- Plan sponsor
- Roy Metal Finishing Company Inc.
- EIN
- 57-0447100
- Plan number
- 001
- Plan type
- 2
- Location
- Peidmont, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241031051033NAL0001352401001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,817,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,817,568
- Net assets (BOY)
- $7,142,465
Income & contributions
- Employer contributions
- $145,251
- Participant contributions
- $296,721
- Total contributions
- $443,774
- Total income / additions
- $1,411,528
Expenses & distributions
- Benefits paid
- $727,287
- Administrative expenses
- $6,893
- Total expenses
- $736,425
- Net increase / (decrease)
- $675,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $6,843 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $50 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |