Fort Wayne Metals Research Products, LLC Retirement Savings Plan — Form 5500 plan (Fort Wayne Metals Research Products, LLC.)
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, Fort Wayne Metals Research Products, LLC Retirement Savings Plan is a benefit plan reported by Fort Wayne Metals Research Products, LLC. under EIN 35-1186549 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,548 participants and $151,619,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Wayne Metals Research Products, LLC.
- EIN
- 35-1186549
- Plan number
- 001
- Plan type
- 2
- Location
- Ft. Wayne, IN
- Latest filing year
- 2023
- Participants
- 1,548
- End-of-year plan assets
- $151,619,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,548 | H, C | 20240917093306NAL0001644211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,619,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,619,455
- Net assets (BOY)
- $123,822,745
Income & contributions
- Employer contributions
- $4,808,701
- Participant contributions
- $7,695,020
- Total contributions
- $15,325,082
- Total income / additions
- $35,359,521
Expenses & distributions
- Benefits paid
- $7,209,778
- Administrative expenses
- $334,785
- Total expenses
- $7,562,811
- Net increase / (decrease)
- $27,796,710
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $233,069 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $86,921 | $0 | 2023 |
| Baden Gage & Schroeder, LLC | AUDITOR | $11,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fort Wayne Metals Research Products, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Ft. Wayne, IN
- Sym Financial Corporation — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Baden Gage & Schroeder, LLC — Schedule C compensation