Metcalfe Markets 401(K) Retirement Savings Plan — Form 5500 plan (Metcalfe Markets 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, Metcalfe Markets 401(K) Retirement Savings Plan is a benefit plan reported by Metcalfe Markets Inc under EIN 39-2020347 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $13,182,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metcalfe Markets Inc
- EIN
- 39-2020347
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $13,182,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241007140426NAL0027641904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,182,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,182,415
- Net assets (BOY)
- $11,611,246
Income & contributions
- Employer contributions
- $303,309
- Participant contributions
- $638,662
- Total contributions
- $941,971
- Total income / additions
- $2,827,310
Expenses & distributions
- Benefits paid
- $1,191,854
- Administrative expenses
- $49,916
- Total expenses
- $1,256,141
- Net increase / (decrease)
- $1,571,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Bank | NONE | $49,916 | $0 | 2023 |