Claire Edwards Charak 401(K) Plan — Form 5500 plan (The Metro Group, 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, Claire Edwards Charak 401(K) Plan is a benefit plan reported by The Metro Group, Inc. under EIN 11-1076550 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $14,577,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Metro Group, Inc.
- EIN
- 11-1076550
- Plan number
- 002
- Plan type
- 2
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $14,577,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20260309144637NAL0002576595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,577,417
- Net assets (EOY)
- $14,577,417
- Net assets (BOY)
- $12,502,794
Income & contributions
- Employer contributions
- $389,317
- Participant contributions
- $1,090,758
- Total contributions
- $1,629,672
- Total income / additions
- $3,100,645
Expenses & distributions
- Benefits paid
- $998,331
- Administrative expenses
- $27,691
- Total expenses
- $1,026,022
- Net increase / (decrease)
- $2,074,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $39,349 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,417 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc Dba | CONTRACT ADMIN | $10,246 | $0 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Metro Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Alliant Insurance Services Inc Dba — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation