2023 Form 5500 filing — Mechatronics, Inc. 401(K) 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 20241003094441NAL0016784144001) for Mechatronics, Inc. 401(K) Profit Sharing Plan, reported by Mechatronics, Inc. under EIN 91-1283217 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003094441NAL0016784144001
Filing year
2023
Form type
2
Plan sponsor
Mechatronics, Inc.
EIN
91-1283217
Plan number
001
Location
Preston, WA
Participants
188
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,226,033
Total liabilities (EOY)
$0
Net assets (EOY)
$13,226,033
Employer contributions
$353,166
Participant contributions
$868,768
Total income / additions
$3,042,459
Benefits paid
$3,323,739
Administrative expenses
$62,937
Total expenses
$3,386,676
Net increase / (decrease)
-$344,217
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pacific Portfolio ConsultingSERVICE PROVIDER$30,605not reported in the loaded dataset
Northwest Plan ServicesSERVICE PROVIDER$26,442not reported in the loaded dataset
Charles Schwab BankSERVICE PROVIDER$5,890not reported in the loaded dataset

Related Form 5500 pages