2023 Form 5500 filing — Lippmann Milwaukee 401(K) 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 20241011130051NAL0021901889001) for Lippmann Milwaukee 401(K) Plan, reported by Metso Mccloskey Usa, LLC Dba Lippmann Milwaukee under EIN 84-3250475 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130051NAL0021901889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metso Mccloskey Usa, LLC Dba Lippmann Milwaukee
- EIN
- 84-3250475
- Plan number
- 001
- Location
- Cudahy, WI
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,119,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,119,666
- Employer contributions
- $35,191
- Participant contributions
- $479,566
- Total income / additions
- $1,382,073
- Benefits paid
- $736,261
- Administrative expenses
- $35,900
- Total expenses
- $780,130
- Net increase / (decrease)
- $601,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $22,517 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,557 | $0 |
| Ppg Retirement Plan Services | CONTRACT ADMIN | $5,040 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,666 | not reported in the loaded dataset |