Medler Electric Company Employee Stock Ownership Plan And Trust — Form 5500 plan (Medler Electric Company)
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, Medler Electric Company Employee Stock Ownership Plan And Trust is a benefit plan reported by Medler Electric Company under EIN 38-1655673 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $23,136,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medler Electric Company
- EIN
- 38-1655673
- Plan number
- 003
- Plan type
- 2
- Location
- Alma, MI
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $23,136,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240731104507NAL0014247283007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,136,807
- Total liabilities (EOY)
- $10,659
- Net assets (EOY)
- $23,126,148
- Net assets (BOY)
- $19,513,325
Income & contributions
- Employer contributions
- $1,828,151
- Total contributions
- $1,828,151
- Total income / additions
- $6,702,595
Expenses & distributions
- Benefits paid
- $3,052,088
- Administrative expenses
- $37,684
- Total expenses
- $3,089,772
- Net increase / (decrease)
- $3,612,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Institutional Asset Management | INVESTMENT BROKER | $19,826 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT BROKER | $12,646 | not reported in the loaded dataset | 2023 |