2023 Form 5500 filing — Meyer Tool 401(K) And 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 20241007125441NAL0008881251001) for Meyer Tool 401(K) And Profit Sharing Plan, reported by Meyer Tool, Inc. under EIN 31-0874289 and plan number 001. It reports 1,277 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)$73.4MReported net assets$73,397,180
Participants1.3K1,277
Provider compensation$45.1K2 Schedule C row(s)$45,149
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007125441NAL0008881251001
- Plan sponsor
- Meyer Tool, Inc.
- EIN
- 31-0874289
- Plan number
- 001
- Location
- Cincinnati, OH
- 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)$73.4M total assets
Net assets$73.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $73,397,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,397,180
- Employer contributions
- $264,481
- Participant contributions
- $5,187,441
- Total income / additions
- $17,486,145
- Benefits paid
- $5,848,547
- Administrative expenses
- $45,149
- Total expenses
- $5,894,330
- Net increase / (decrease)
- $11,591,815
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $25,592 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,557 | $0 |