E.K. Machine Company, Inc. Retirement Savings Plan — Form 5500 plan (E.K. Machine Company, 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, E.K. Machine Company, Inc. Retirement Savings Plan is a benefit plan reported by E.K. Machine Company, Inc. under EIN 39-1221953 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $14,815,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.K. Machine Company, Inc.
EIN
39-1221953
Plan number
001
Plan type
2
Location
Fall River, WI
Latest filing year
2023
Participants
213
End-of-year plan assets
$14,815,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20250711123736NAL0010361696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,815,351
Net assets (EOY)
$14,815,351
Net assets (BOY)
$11,553,209

Income & contributions

Employer contributions
$302,784
Participant contributions
$820,309
Total contributions
$1,178,736
Total income / additions
$3,688,704

Expenses & distributions

Benefits paid
$381,082
Administrative expenses
$45,480
Total expenses
$426,562
Net increase / (decrease)
$3,262,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annumity Insurance Co Of AmRECORDKEEPER$39,017$02023
Compensation Systems IncCONTRACT ADMIN$7,263$10,3102023

Related Form 5500 pages