2023 Form 5500 filing — Metric Engineering Savings And Retirement 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 20241008133019NAL0009725715001) for Metric Engineering Savings And Retirement Plan, reported by Metric Engineering, Inc. under EIN 59-1685550 and plan number 001. It reports 684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008133019NAL0009725715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metric Engineering, Inc.
- EIN
- 59-1685550
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,298,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,298,843
- Employer contributions
- $642,644
- Participant contributions
- $1,936,489
- Total income / additions
- $6,668,115
- Benefits paid
- $2,111,827
- Administrative expenses
- $102,865
- Total expenses
- $2,266,597
- Net increase / (decrease)
- $4,401,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | INVESTMENT ADVISOR | $48,407 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,265 | not reported in the loaded dataset |
| Metric Engineering, Inc. | OTHER | $13,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,851 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,841 | not reported in the loaded dataset |