New Mather Metals, Inc. Franklin Plant 401(K) Plan — Form 5500 plan (New Mather Metals, 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, New Mather Metals, Inc. Franklin Plant 401(K) Plan is a benefit plan reported by New Mather Metals, Inc. under EIN 34-1561820 and plan number 008. The latest loaded filing year is 2023. The filing reports 419 participants and $12,458,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Mather Metals, Inc.
- EIN
- 34-1561820
- Plan number
- 008
- Plan type
- 2
- Location
- Franklin, KY
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $12,458,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241017121128NAL0033011073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,458,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,458,378
- Net assets (BOY)
- $9,745,940
Income & contributions
- Employer contributions
- $517,639
- Participant contributions
- $1,388,648
- Total contributions
- $2,041,505
- Total income / additions
- $3,986,530
Expenses & distributions
- Benefits paid
- $1,207,389
- Administrative expenses
- $58,486
- Total expenses
- $1,274,092
- Net increase / (decrease)
- $2,712,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,056 | $0 | 2023 |
| Argi Investment Services LLC | ADVISOR | $18,259 | not reported in the loaded dataset | 2023 |
| Cerity Partners Retirement Plan | ADVISOR | $6,878 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Mather Metals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Franklin, KY
- Fidelity Investments Institutional — Schedule C compensation
- Argi Investment Services LLC — Schedule C compensation
- Cerity Partners Retirement Plan — Schedule C compensation