Meyer Tool 401(K) And Profit Sharing Plan — Form 5500 plan (Meyer Tool, 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, Meyer Tool 401(K) And Profit Sharing Plan is a benefit plan reported by Meyer Tool, Inc. under EIN 31-0874289 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,277 participants and $73,397,180 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$73.4MPlan net assets, end of year$73,397,180
Participants1.3KCovered participants reported1,277
Assets / participant$57.5KComputed: assets ÷ participants$57,476 (computed)
Provider compensation$45.1K2 Schedule C provider row(s)$45,149
Plan sponsor
Meyer Tool, Inc.
EIN
31-0874289
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,277H, C20241007125441NAL0008881251001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$73.4M total assets
Net assets$73.4MLiabilities$0
Money in vs. money out
Total income / additions$17.5M
Total expenses$5.9M
Benefits paid / distributions$5.8M
Contributions
Employer$264.5K
Participant$5.2M
Full reported line items

Net assets

Total assets (EOY)
$73,397,180
Total liabilities (EOY)
$0
Net assets (EOY)
$73,397,180
Net assets (BOY)
$61,805,365

Income & contributions

Employer contributions
$264,481
Participant contributions
$5,187,441
Total contributions
$6,064,266
Total income / additions
$17,486,145

Expenses & distributions

Benefits paid
$5,848,547
Administrative expenses
$45,149
Total expenses
$5,894,330
Net increase / (decrease)
$11,591,815
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 5%Participant 95%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$25,592not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,557$02023

Related Form 5500 pages