Electro-Methods, Inc 401(K) Plan — Form 5500 plan (Electro-Methods, Inc.)

Plain-English plan 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, Electro-Methods, Inc 401(K) Plan is a benefit plan reported by Electro-Methods, Inc. under EIN 06-0802223 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $22,106,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electro-Methods, Inc.
EIN
06-0802223
Plan number
001
Plan type
2
Location
South Windsor, CT
Latest filing year
2023
Participants
213
End-of-year plan assets
$22,106,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241015124304NAL0047956112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,106,109
Total liabilities (EOY)
$0
Net assets (EOY)
$22,106,109
Net assets (BOY)
$18,239,486

Income & contributions

Employer contributions
$336,629
Participant contributions
$1,119,908
Total contributions
$1,588,190
Total income / additions
$4,551,993

Expenses & distributions

Benefits paid
$573,153
Administrative expenses
$96,976
Total expenses
$685,370
Net increase / (decrease)
$3,866,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISORY$46,191not reported in the loaded dataset2023

Related Form 5500 pages