2023 Form 5500 filing — Metro Metals Northwest, Inc. 401(K) 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 20240924051419NAL0004498675001) for Metro Metals Northwest, Inc. 401(K) Plan, reported by Metro Metals Northwest, Inc. under EIN 93-1270871 and plan number 001. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.1MReported net assets$27,099,294
Participants370
Provider compensation$67.2K3 Schedule C row(s)$67,176
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924051419NAL0004498675001
Plan sponsor
Metro Metals Northwest, Inc.
EIN
93-1270871
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.1M total assets
Net assets$27.1MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$617.1K
Participant$1.8M
Full reported line items
Total assets (EOY)
$27,099,294
Total liabilities (EOY)
$0
Net assets (EOY)
$27,099,294
Employer contributions
$617,122
Participant contributions
$1,829,645
Total income / additions
$6,955,825
Benefits paid
$1,483,861
Administrative expenses
$67,177
Total expenses
$1,588,342
Net increase / (decrease)
$5,367,483

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Phillips And Company Advisors LLCINVESTMENT/FINANCIAL ADVI$57,729$0
Adp, Inc.RECORD KEEPER$9,447$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages