Plan5500

Motors & Armatures, Inc. Retirement Plan — Form 5500 plan (Motors & Armatures, 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, Motors & Armatures, Inc. Retirement Plan is a benefit plan reported by Motors & Armatures, Inc. under EIN 11-1876943 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $37,566,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Motors & Armatures, Inc.
EIN
11-1876943
Plan number
002
Plan type
2
Location
Hauppauge, NY
Latest filing year
2023
Participants
156
End-of-year plan assets
$37,566,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240806084041NAL0001244419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,566,518
Total liabilities (EOY)
$34,847
Net assets (EOY)
$37,531,671
Net assets (BOY)
$29,551,523

Income & contributions

Employer contributions
$1,472,997
Participant contributions
$912,441
Total contributions
$2,385,438
Total income / additions
$9,616,069

Expenses & distributions

Benefits paid
$1,503,145
Administrative expenses
$132,776
Total expenses
$1,635,921
Net increase / (decrease)
$7,980,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT ADVISOR$59,096not reported in the loaded dataset2023
Sentinel Benefits Group, LLCTPA$58,301not reported in the loaded dataset2023
Natonal Financial ServicesCUSTODIAL$10,876$02023

Related Form 5500 pages