Mb Precision Company 401(K) Plan — Form 5500 plan (Mb Precision Holdings, 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, Mb Precision Company 401(K) Plan is a benefit plan reported by Mb Precision Holdings, Inc. under EIN 46-4528601 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $17,804,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mb Precision Holdings, Inc.
- EIN
- 46-4528601
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CT
- Latest filing year
- 2023
- Participants
- 494
- End-of-year plan assets
- $17,804,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 494 | H, C | 20240726134908NAL0010267043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,804,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,804,343
- Net assets (BOY)
- $16,620,129
Income & contributions
- Employer contributions
- $318,591
- Participant contributions
- $812,392
- Total contributions
- $1,481,315
- Total income / additions
- $3,894,002
Expenses & distributions
- Benefits paid
- $2,556,118
- Administrative expenses
- $121,003
- Total expenses
- $2,709,788
- Net increase / (decrease)
- $1,184,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,761 | $0 | 2023 |
| Sbsf | CONTRACT ADMINISTRATOR | $0 | $31,648 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $20,320 | $6,972 | 2023 |
| Aurora Private Wealth | INVESTMENT ADVISORY | $5,922 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mb Precision Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Windsor, CT
- Principal Life Insurance Company — Schedule C compensation
- Sbsf — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Aurora Private Wealth — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation