Glenn Machine Works, Inc. 401(K) Plan — Form 5500 plan (Glenn Machine Works, 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, Glenn Machine Works, Inc. 401(K) Plan is a benefit plan reported by Glenn Machine Works, Inc. under EIN 64-0470007 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $8,879,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glenn Machine Works, Inc.
- EIN
- 64-0470007
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, MS
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $8,879,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240930163406NAL0002768755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,879,441
- Net assets (EOY)
- $8,879,441
- Net assets (BOY)
- $7,382,981
Income & contributions
- Employer contributions
- $313,661
- Participant contributions
- $635,978
- Total contributions
- $977,533
- Total income / additions
- $2,205,326
Expenses & distributions
- Benefits paid
- $610,465
- Administrative expenses
- $98,401
- Total expenses
- $708,866
- Net increase / (decrease)
- $1,496,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $75,757 | $0 | 2023 |
| Valmark Securities Inc. | BROKER/ADVISE R | $0 | $38,592 | 2023 |
| Nail Mckinney Professional Assoc. | AUDITOR | $20,500 | $0 | 2023 |
| T. E. Lott & Company, P.A. | CONTRACT ADMIN | $825 | $7,857 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,783 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Glenn Machine Works, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Columbus, MS
- Empower Annuity Insurance Company — Schedule C compensation
- Valmark Securities Inc. — Schedule C compensation
- Nail Mckinney Professional Assoc. — Schedule C compensation
- T. E. Lott & Company, P.A. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation