R.E. Michel Company, LLC 401(K) Profit Sharing And Savings Plan — Form 5500 plan (R.E. Michel Company, 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, R.E. Michel Company, LLC 401(K) Profit Sharing And Savings Plan is a benefit plan reported by R.E. Michel Company, LLC under EIN 52-0577320 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,436 participants and $81,983,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.E. Michel Company, LLC
- EIN
- 52-0577320
- Plan number
- 002
- Plan type
- 2
- Location
- Glen Burnie, MD
- Latest filing year
- 2023
- Participants
- 2,436
- End-of-year plan assets
- $81,983,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,436 | H, C | 20240926080332NAL0000228627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,983,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,983,454
- Net assets (BOY)
- $70,801,994
Income & contributions
- Employer contributions
- $1,558,026
- Participant contributions
- $6,527,404
- Total contributions
- $8,310,589
- Total income / additions
- $19,786,661
Expenses & distributions
- Benefits paid
- $8,192,907
- Administrative expenses
- $328,692
- Total expenses
- $8,605,201
- Net increase / (decrease)
- $11,181,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $208,168 | $0 | 2023 |
| Harbor Investment Advisory, LLC | INVESTMENT/FINANCIAL ADVI | $60,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.E. Michel Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Glen Burnie, MD
- Adp, Inc. — Schedule C compensation
- Harbor Investment Advisory, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation