2023 Form 5500 filing — Micro Matic Usa, Inc. 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 20241015162948NAL0015082515004) for Micro Matic Usa, Inc. Retirement Savings Plan, reported by Micro Matic Usa, Inc. under EIN 51-0279808 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162948NAL0015082515004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Micro Matic Usa, Inc.
- EIN
- 51-0279808
- Plan number
- 001
- Location
- Brooksville, FL
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,970,807
- Total liabilities (EOY)
- $5,272
- Net assets (EOY)
- $16,965,535
- Employer contributions
- $302,977
- Participant contributions
- $1,056,709
- Total income / additions
- $3,377,825
- Benefits paid
- $1,060,298
- Administrative expenses
- $6,414
- Total expenses
- $1,073,208
- Net increase / (decrease)
- $2,304,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $52,191 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $375 | $12,224 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,068 | $0 |