Mac Valves, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Mac Valves, 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, Mac Valves, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Mac Valves, Inc. under EIN 38-1292687 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $37,658,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mac Valves, Inc.
- EIN
- 38-1292687
- Plan number
- 001
- Plan type
- 2
- Location
- Wixom, MI
- Latest filing year
- 2023
- Participants
- 576
- End-of-year plan assets
- $37,658,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H, C | 20241014103607NAL0014778531002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,658,478
- Net assets (EOY)
- $37,658,478
- Net assets (BOY)
- $33,108,943
Income & contributions
- Employer contributions
- $273,133
- Participant contributions
- $1,529,534
- Total contributions
- $1,842,225
- Total income / additions
- $7,408,726
Expenses & distributions
- Benefits paid
- $2,752,392
- Administrative expenses
- $94,023
- Total expenses
- $2,859,191
- Net increase / (decrease)
- $4,549,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Opera | INVESTMENT ADVISORY | $51,344 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $42,679 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mac Valves, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Wixom, MI
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation