Metro Sales, Inc. Employee Profit Sharing Plan — Form 5500 plan (Metro Sales, 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, Metro Sales, Inc. Employee Profit Sharing Plan is a benefit plan reported by Metro Sales, Inc. under EIN 41-0957753 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $84,899,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metro Sales, Inc.
EIN
41-0957753
Plan number
001
Plan type
2
Location
Burnsville, MN
Latest filing year
2023
Participants
414
End-of-year plan assets
$84,899,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20240913143401NAL0017223760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,899,260
Total liabilities (EOY)
$0
Net assets (EOY)
$84,899,260
Net assets (BOY)
$68,651,899

Income & contributions

Employer contributions
$2,032,630
Participant contributions
$1,718,149
Total contributions
$3,761,702
Total income / additions
$20,327,051

Expenses & distributions

Benefits paid
$4,113,959
Administrative expenses
-$34,269
Total expenses
$4,079,690
Net increase / (decrease)
$16,247,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$53,624not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$87,893$02023

Related Form 5500 pages