Plan5500

Metalx, LLC 401(K) Plan — Form 5500 plan (Metalx, 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, Metalx, LLC 401(K) Plan is a benefit plan reported by Metalx, LLC under EIN 45-3790057 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $4,798,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metalx, LLC
EIN
45-3790057
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
233
End-of-year plan assets
$4,798,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241011115108NAL0010883171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,798,104
Total liabilities (EOY)
$0
Net assets (EOY)
$4,798,104
Net assets (BOY)
$3,470,838

Income & contributions

Employer contributions
$305,029
Participant contributions
$587,379
Total contributions
$1,040,829
Total income / additions
$1,676,550

Expenses & distributions

Benefits paid
$330,307
Administrative expenses
$18,977
Total expenses
$349,284
Net increase / (decrease)
$1,327,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group, LLCINVESTMENT ADVISOR$9,977not reported in the loaded dataset2023
Retirement Plan Concepts & ServicesCONTRACT ADMIN$5,929$3,9902023
Empower Annuity Insurance CompanyRECORDKEEPER$5,159$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,117not reported in the loaded dataset2023

Related Form 5500 pages