2023 Form 5500 filing — Moldex-Metric, Inc. Profit Sharing Plan & Tax Sheltered 401(K) Retirement 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 20240816115609NAL0008282259001) for Moldex-Metric, Inc. Profit Sharing Plan & Tax Sheltered 401(K) Retirement Plan, reported by Moldex Metric, Inc. under EIN 95-2106651 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816115609NAL0008282259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moldex Metric, Inc.
- EIN
- 95-2106651
- Plan number
- 001
- Location
- Culver City, CA
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,769,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,769,906
- Employer contributions
- $590,778
- Participant contributions
- $726,765
- Total income / additions
- $5,886,636
- Benefits paid
- $2,232,926
- Administrative expenses
- $5,748
- Total expenses
- $2,224,670
- Net increase / (decrease)
- $3,661,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $58,341 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,748 | $0 |