2023 Form 5500 filing — Mtm G&V 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 20241003122053NAL0020548290001) for Mtm G&V 401(K) Profit Sharing Plan, reported by Manitowoc Tool & Machining, LLC under EIN 39-1825777 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003122053NAL0020548290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Manitowoc Tool & Machining, LLC
- EIN
- 39-1825777
- Plan number
- 002
- Location
- Manitowoc, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,660,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,660,778
- Employer contributions
- $182,193
- Participant contributions
- $363,029
- Total income / additions
- $1,907,540
- Benefits paid
- $3,468,581
- Administrative expenses
- $2,622
- Total expenses
- $3,471,203
- Net increase / (decrease)
- -$1,563,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | CONTRACT ADMIN | $15,963 | $7,576 |
| Premier Retirement Partners LLC | CONTRACT ADMIN | $8,757 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $843 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |