2023 Form 5500 filing — Greenheck Fan Corporation (F/K/A Metal Industries) 401(K) 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 20241009131821NAL0031323024001) for Greenheck Fan Corporation (F/K/A Metal Industries) 401(K) Savings Plan, reported by Greenheck Fan Corporation under EIN 39-0920319 and plan number 006. It reports 398 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)$13.5MReported net assets$13,527,115
Participants398
Provider compensation$76.5K2 Schedule C row(s)$76,495
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009131821NAL0031323024001
- Plan sponsor
- Greenheck Fan Corporation
- EIN
- 39-0920319
- Plan number
- 006
- Location
- Clearwater, FL
- 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)$13.5M total assets
Net assets$13.5MLiabilities$5.4K
Full reported line items
- Total assets (EOY)
- $13,532,480
- Total liabilities (EOY)
- $5,365
- Net assets (EOY)
- $13,527,115
- Employer contributions
- $185,667
- Participant contributions
- $816,439
- Total income / additions
- $2,772,163
- Benefits paid
- $863,588
- Administrative expenses
- $52,564
- Total expenses
- $929,657
- Net increase / (decrease)
- $1,842,506
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,564 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $23,931 |