Metalworks, Inc. Profit Sharing And Retirement Savings Plan And Trust Agreement — Form 5500 plan (Metalworks, 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, Metalworks, Inc. Profit Sharing And Retirement Savings Plan And Trust Agreement is a benefit plan reported by Metalworks, Inc. under EIN 38-1898020 and plan number 002. The latest loaded filing year is 2023. The filing reports 242 participants and $15,253,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metalworks, Inc.
EIN
38-1898020
Plan number
002
Plan type
2
Location
Ludington, MI
Latest filing year
2023
Participants
242
End-of-year plan assets
$15,253,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241015124616NAL0049455664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,253,843
Total liabilities (EOY)
$4,155
Net assets (EOY)
$15,249,688
Net assets (BOY)
$15,227,429

Income & contributions

Employer contributions
$97,302
Participant contributions
$633,043
Total contributions
$749,341
Total income / additions
$2,159,903

Expenses & distributions

Benefits paid
$2,133,113
Administrative expenses
$4,531
Total expenses
$2,137,644
Net increase / (decrease)
$22,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch,Pierce, Fenner And SRECORDKEEPER$4,531$02023

Related Form 5500 pages