2023 Form 5500 filing — Metcalfe Markets 401(K) Retirement Savings 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 20241007140426NAL0027641904001) for Metcalfe Markets 401(K) Retirement Savings Plan, reported by Metcalfe Markets Inc under EIN 39-2020347 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140426NAL0027641904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metcalfe Markets Inc
- EIN
- 39-2020347
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,182,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,182,415
- Employer contributions
- $303,309
- Participant contributions
- $638,662
- Total income / additions
- $2,827,310
- Benefits paid
- $1,191,854
- Administrative expenses
- $49,916
- Total expenses
- $1,256,141
- Net increase / (decrease)
- $1,571,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Bank | NONE | $49,916 | $0 |