Metalfx Retirement Savings Plan — Form 5500 plan (Advanced Manufacturing And Development, 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, Metalfx Retirement Savings Plan is a benefit plan reported by Advanced Manufacturing And Development, Inc. under EIN 94-2378705 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $8,639,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Manufacturing And Development, Inc.
EIN
94-2378705
Plan number
001
Plan type
2
Location
Willits, CA
Latest filing year
2023
Participants
239
End-of-year plan assets
$8,639,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015175842NAL0049244096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,639,475
Total liabilities (EOY)
$0
Net assets (EOY)
$8,639,475
Net assets (BOY)
$7,094,511

Income & contributions

Employer contributions
$356,616
Participant contributions
$547,570
Total contributions
$904,186
Total income / additions
$2,099,832

Expenses & distributions

Benefits paid
$537,508
Administrative expenses
$14,927
Total expenses
$554,868
Net increase / (decrease)
$1,544,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$14,238$02023
Empower Advisory Group, LLCINVESTMENT MGMT$688not reported in the loaded dataset2023

Related Form 5500 pages