2023 Form 5500 filing — Metalfx 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 20241015175842NAL0049244096001) for Metalfx Retirement Savings Plan, reported by Advanced Manufacturing And Development, Inc. under EIN 94-2378705 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175842NAL0049244096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Manufacturing And Development, Inc.
- EIN
- 94-2378705
- Plan number
- 001
- Location
- Willits, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,639,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,639,475
- Employer contributions
- $356,616
- Participant contributions
- $547,570
- Total income / additions
- $2,099,832
- Benefits paid
- $537,508
- Administrative expenses
- $14,927
- Total expenses
- $554,868
- Net increase / (decrease)
- $1,544,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,238 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $688 | not reported in the loaded dataset |