2023 Form 5500 filing — Pnw Metal Recycling, Inc Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730161314NAL0013614003001) for Pnw Metal Recycling, Inc Profit Sharing Plan, reported by Pnw Metal Recycling, Inc under EIN 26-3688938 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730161314NAL0013614003001
Filing year
2023
Form type
2
Plan sponsor
Pnw Metal Recycling, Inc
EIN
26-3688938
Plan number
001
Location
Clackamas, OR
Participants
163
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,498,785
Total liabilities (EOY)
$0
Net assets (EOY)
$7,498,785
Employer contributions
$298,274
Participant contributions
$489,501
Total income / additions
$1,779,369
Benefits paid
$1,205,661
Administrative expenses
$47,135
Total expenses
$1,252,796
Net increase / (decrease)
$526,573
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Retirement & BenefitNONE$32,621not reported in the loaded dataset
Ascensus LLCNONE$14,514$0

Related Form 5500 pages