Malco Products, Inc. Incentive Savings Plan And Trust — Form 5500 plan (Malco Products, 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, Malco Products, Inc. Incentive Savings Plan And Trust is a benefit plan reported by Malco Products, Inc. under EIN 34-0838177 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $16,622,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Malco Products, Inc.
EIN
34-0838177
Plan number
002
Plan type
2
Location
Barberton, OH
Latest filing year
2023
Participants
401
End-of-year plan assets
$16,622,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023401H, C20241015121117NAL0028350881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,622,991
Total liabilities (EOY)
$0
Net assets (EOY)
$16,622,991
Net assets (BOY)
$15,654,659

Income & contributions

Employer contributions
$315,199
Participant contributions
$787,757
Total contributions
$1,352,294
Total income / additions
$3,690,398

Expenses & distributions

Benefits paid
$2,636,635
Administrative expenses
$77,456
Total expenses
$2,722,066
Net increase / (decrease)
$968,332

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$38,790$02023
CaptrustADVISOR$30,744not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$7,922$02023

Related Form 5500 pages