Plan5500

Michelman, Inc. Retirement And Savings Plan — Form 5500 plan (Michelman, 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, Michelman, Inc. Retirement And Savings Plan is a benefit plan reported by Michelman, Inc. under EIN 31-0527168 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $50,208,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Michelman, Inc.
EIN
31-0527168
Plan number
002
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
319
End-of-year plan assets
$50,208,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20240909095218NAL0004371601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,208,712
Total liabilities (EOY)
$0
Net assets (EOY)
$50,208,712
Net assets (BOY)
$41,717,658

Income & contributions

Employer contributions
$1,576,183
Participant contributions
$2,715,205
Total contributions
$5,132,935
Total income / additions
$13,041,805

Expenses & distributions

Benefits paid
$4,509,081
Administrative expenses
$34,273
Total expenses
$4,550,751
Net increase / (decrease)
$8,491,054

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Barnes, Dennig And Co. LtdAUDITOR$17,250not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$17,023not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages