Metro Corp. Retirement Savings Plan — Form 5500 plan (Metro Corp.)
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, Metro Corp. Retirement Savings Plan is a benefit plan reported by Metro Corp. under EIN 23-2230668 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $10,384,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metro Corp.
- EIN
- 23-2230668
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $10,384,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241008150836NAL0029034448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,384,878
- Total liabilities (EOY)
- $32,722
- Net assets (EOY)
- $10,352,156
- Net assets (BOY)
- $8,987,615
Income & contributions
- Employer contributions
- $716
- Participant contributions
- $360,854
- Total contributions
- $375,707
- Total income / additions
- $2,116,119
Expenses & distributions
- Benefits paid
- $692,477
- Administrative expenses
- $35,777
- Total expenses
- $751,578
- Net increase / (decrease)
- $1,364,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Penserv Plan Services | RECORDKEEPER | $12,969 | not reported in the loaded dataset | 2023 |
| David Kerchner | INVESTMENT MANAGER | $11,638 | not reported in the loaded dataset | 2023 |
| John T. Lauer, Ii | FIDUCIARY | $11,638 | not reported in the loaded dataset | 2023 |