2023 Form 5500 filing — Roy Metal Finishing Inc. 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 20241031051033NAL0001352401001) for Roy Metal Finishing Inc. 401(K) Plan, reported by Roy Metal Finishing Company Inc. under EIN 57-0447100 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031051033NAL0001352401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roy Metal Finishing Company Inc.
- EIN
- 57-0447100
- Plan number
- 001
- Location
- Peidmont, SC
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,817,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,817,568
- Employer contributions
- $145,251
- Participant contributions
- $296,721
- Total income / additions
- $1,411,528
- Benefits paid
- $727,287
- Administrative expenses
- $6,893
- Total expenses
- $736,425
- Net increase / (decrease)
- $675,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $6,843 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $50 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |