2023 Form 5500 filing — Claire Edwards Charak 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 20260309144637NAL0002576595001) for Claire Edwards Charak 401(K) Plan, reported by The Metro Group, Inc. under EIN 11-1076550 and plan number 002. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260309144637NAL0002576595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Metro Group, Inc.
- EIN
- 11-1076550
- Plan number
- 002
- Location
- Long Island City, NY
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,577,417
- Net assets (EOY)
- $14,577,417
- Employer contributions
- $389,317
- Participant contributions
- $1,090,758
- Total income / additions
- $3,100,645
- Benefits paid
- $998,331
- Administrative expenses
- $27,691
- Total expenses
- $1,026,022
- Net increase / (decrease)
- $2,074,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $39,349 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,417 | not reported in the loaded dataset |
| Alliant Insurance Services Inc Dba | CONTRACT ADMIN | $10,246 | $0 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | not reported in the loaded dataset |