Electro-Matic Ventures, Inc., Profit Sharing & 401(K) Plan — Form 5500 plan (Electro-Matic, Ventures, 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, Electro-Matic Ventures, Inc., Profit Sharing & 401(K) Plan is a benefit plan reported by Electro-Matic, Ventures, Inc under EIN 38-1993343 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $32,876,134 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electro-Matic, Ventures, Inc
EIN
38-1993343
Plan number
001
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
287
End-of-year plan assets
$32,876,134

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20250715123850NAL0004645682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,876,134
Total liabilities (EOY)
$0
Net assets (EOY)
$32,876,134
Net assets (BOY)
$28,298,260

Income & contributions

Employer contributions
$324,672
Participant contributions
$1,096,715
Total contributions
$1,710,335
Total income / additions
$9,099,981

Expenses & distributions

Benefits paid
$4,402,003
Administrative expenses
$71,178
Total expenses
$4,522,107
Net increase / (decrease)
$4,577,874

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.INVESTMENT ADVISOR$43,411not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$21,816$02023
Pentegra ServicesTPA$10,142not reported in the loaded dataset2023

Related Form 5500 pages