Schulte Controlled Group Retirement Plan — Form 5500 plan (Hi-Tech Mold & Engineering, 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, Schulte Controlled Group Retirement Plan is a benefit plan reported by Hi-Tech Mold & Engineering, Inc. under EIN 38-2684139 and plan number 001. The latest loaded filing year is 2023. The filing reports 686 participants and $34,122,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hi-Tech Mold & Engineering, Inc.
EIN
38-2684139
Plan number
001
Plan type
2
Location
Rochester Hills, MI
Latest filing year
2023
Participants
686
End-of-year plan assets
$34,122,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023686H, C20241014135520NAL0026338305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,122,606
Total liabilities (EOY)
$0
Net assets (EOY)
$34,122,606
Net assets (BOY)
$33,324,397

Income & contributions

Employer contributions
$560,053
Participant contributions
$2,391,753
Total contributions
$3,077,070
Total income / additions
$8,245,615

Expenses & distributions

Benefits paid
$7,325,915
Administrative expenses
$106,413
Total expenses
$7,447,406
Net increase / (decrease)
$798,209

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$56,512$02023
SpcADVISOR$45,942not reported in the loaded dataset2023

Related Form 5500 pages