Greenheck Fan Corporation (F/K/A Metal Industries) 401(K) Savings Plan — Form 5500 plan (Greenheck Fan Corporation)
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, Greenheck Fan Corporation (F/K/A Metal Industries) 401(K) Savings Plan is a benefit plan reported by Greenheck Fan Corporation under EIN 39-0920319 and plan number 006. The latest loaded filing year is 2023. The filing reports 398 participants and $13,532,480 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.5MPlan net assets, end of year$13,527,115
Participants398Covered participants reported
Assets / participant$34KComputed: assets ÷ participants$34,001 (computed)
Provider compensation$76.5K2 Schedule C provider row(s)$76,495
- Plan sponsor
- Greenheck Fan Corporation
- EIN
- 39-0920319
- Plan number
- 006
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241009131821NAL0031323024001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$5.4K
Full reported line items
Net assets
- Total assets (EOY)
- $13,532,480
- Total liabilities (EOY)
- $5,365
- Net assets (EOY)
- $13,527,115
- Net assets (BOY)
- $11,684,609
Income & contributions
- Employer contributions
- $185,667
- Participant contributions
- $816,439
- Total contributions
- $1,009,110
- Total income / additions
- $2,772,163
Expenses & distributions
- Benefits paid
- $863,588
- Administrative expenses
- $52,564
- Total expenses
- $929,657
- Net increase / (decrease)
- $1,842,506
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,564 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $23,931 | 2023 |