Plan5500

Mechatronics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mechatronics, 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, Mechatronics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mechatronics, Inc. under EIN 91-1283217 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $13,226,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mechatronics, Inc.
EIN
91-1283217
Plan number
001
Plan type
2
Location
Preston, WA
Latest filing year
2023
Participants
188
End-of-year plan assets
$13,226,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241003094441NAL0016784144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,226,033
Total liabilities (EOY)
$0
Net assets (EOY)
$13,226,033
Net assets (BOY)
$13,570,250

Income & contributions

Employer contributions
$353,166
Participant contributions
$868,768
Total contributions
$1,221,934
Total income / additions
$3,042,459

Expenses & distributions

Benefits paid
$3,323,739
Administrative expenses
$62,937
Total expenses
$3,386,676
Net increase / (decrease)
-$344,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pacific Portfolio ConsultingSERVICE PROVIDER$30,605not reported in the loaded dataset2023
Northwest Plan ServicesSERVICE PROVIDER$26,442not reported in the loaded dataset2023
Charles Schwab BankSERVICE PROVIDER$5,890not reported in the loaded dataset2023

Related Form 5500 pages