Ernst Metal Technologies LLC Profit Sharing & 401(K) Plan & Trust — Form 5500 plan (Ernst Metal Technologies LLC)
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, Ernst Metal Technologies LLC Profit Sharing & 401(K) Plan & Trust is a benefit plan reported by Ernst Metal Technologies LLC under EIN 20-3246696 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $3,725,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ernst Metal Technologies LLC
- EIN
- 20-3246696
- Plan number
- 001
- Plan type
- 2
- Location
- Moraine, OH
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $3,725,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241014144141NAL0013465715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,725,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,725,726
- Net assets (BOY)
- $3,170,692
Income & contributions
- Employer contributions
- $135,970
- Participant contributions
- $274,061
- Total contributions
- $410,031
- Total income / additions
- $881,614
Expenses & distributions
- Benefits paid
- $293,397
- Administrative expenses
- $36,000
- Total expenses
- $326,580
- Net increase / (decrease)
- $555,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,245 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,515 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | INVESTMENT ADVISOR | $8,240 | not reported in the loaded dataset | 2023 |