Metric Engineering Savings And Retirement Plan — Form 5500 plan (Metric Engineering, 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, Metric Engineering Savings And Retirement Plan is a benefit plan reported by Metric Engineering, Inc. under EIN 59-1685550 and plan number 001. The latest loaded filing year is 2023. The filing reports 684 participants and $27,298,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metric Engineering, Inc.
- EIN
- 59-1685550
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 684
- End-of-year plan assets
- $27,298,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 684 | H, C | 20241008133019NAL0009725715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,298,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,298,843
- Net assets (BOY)
- $22,897,325
Income & contributions
- Employer contributions
- $642,644
- Participant contributions
- $1,936,489
- Total contributions
- $2,654,885
- Total income / additions
- $6,668,115
Expenses & distributions
- Benefits paid
- $2,111,827
- Administrative expenses
- $102,865
- Total expenses
- $2,266,597
- Net increase / (decrease)
- $4,401,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | INVESTMENT ADVISOR | $48,407 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,265 | not reported in the loaded dataset | 2023 |
| Metric Engineering, Inc. | OTHER | $13,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,851 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,841 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metric Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Principal Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Metric Engineering, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation