Mtm G&V 401(K) Profit Sharing Plan — Form 5500 plan (Manitowoc Tool & Machining, LLC)
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, Mtm G&V 401(K) Profit Sharing Plan is a benefit plan reported by Manitowoc Tool & Machining, LLC under EIN 39-1825777 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $5,660,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Manitowoc Tool & Machining, LLC
- EIN
- 39-1825777
- Plan number
- 002
- Plan type
- 2
- Location
- Manitowoc, WI
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $5,660,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241003122053NAL0020548290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,660,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,660,778
- Net assets (BOY)
- $7,224,441
Income & contributions
- Employer contributions
- $182,193
- Participant contributions
- $363,029
- Total contributions
- $559,378
- Total income / additions
- $1,907,540
Expenses & distributions
- Benefits paid
- $3,468,581
- Administrative expenses
- $2,622
- Total expenses
- $3,471,203
- Net increase / (decrease)
- -$1,563,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services | CONTRACT ADMIN | $15,963 | $7,576 | 2023 |
| Premier Retirement Partners LLC | CONTRACT ADMIN | $8,757 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $843 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Manitowoc Tool & Machining, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Manitowoc, WI
- Gallagher Benefit Services — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation