Metametrics, Inc. Retirement Plan — Form 5500 plan (Metametrics, 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, Metametrics, Inc. Retirement Plan is a benefit plan reported by Metametrics, Inc. under EIN 56-1520095 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $12,595,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metametrics, Inc.
- EIN
- 56-1520095
- Plan number
- 002
- Plan type
- 2
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $12,595,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240722092116NAL0017203296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,595,426
- Net assets (EOY)
- $12,595,426
- Net assets (BOY)
- $10,548,483
Income & contributions
- Employer contributions
- $336,415
- Participant contributions
- $968,141
- Total contributions
- $1,306,381
- Total income / additions
- $3,282,558
Expenses & distributions
- Benefits paid
- $1,177,649
- Administrative expenses
- $57,966
- Total expenses
- $1,235,615
- Net increase / (decrease)
- $2,046,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,020 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $21,369 | $0 | 2023 |
| Retirement Plan Solutions | CONTRACT ADMIN | $1,440 | $10,000 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $5,392 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metametrics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Durham, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Retirement Plan Solutions — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation