Microboard Processing, Inc. Profit Sharing Plan — Form 5500 plan (Microboard Processing, 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, Microboard Processing, Inc. Profit Sharing Plan is a benefit plan reported by Microboard Processing, Inc. under EIN 06-1076626 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $8,616,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Microboard Processing, Inc.
- EIN
- 06-1076626
- Plan number
- 001
- Plan type
- 2
- Location
- Seymour, CT
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $8,616,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20250714091624NAL0000846641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,616,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,616,848
- Net assets (BOY)
- $6,751,537
Income & contributions
- Employer contributions
- $227,408
- Participant contributions
- $698,682
- Total contributions
- $993,002
- Total income / additions
- $2,328,361
Expenses & distributions
- Benefits paid
- $401,737
- Administrative expenses
- $56,810
- Total expenses
- $463,050
- Net increase / (decrease)
- $1,865,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $18,404 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $17,968 | $0 | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $15,368 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $8,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Microboard Processing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Seymour, CT
- Mayflower Financial Advisors LLC — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation