The Metalworking Group 401(K) Profit Sharing Plan — Form 5500 plan (Mwgh 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, The Metalworking Group 401(K) Profit Sharing Plan is a benefit plan reported by Mwgh LLC under EIN 84-2411001 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $15,130,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mwgh LLC
- EIN
- 84-2411001
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $15,130,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20250701105459NAL0018394752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,130,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,130,718
- Net assets (BOY)
- $11,591,790
Income & contributions
- Employer contributions
- $305,032
- Participant contributions
- $594,713
- Total contributions
- $899,745
- Total income / additions
- $4,112,565
Expenses & distributions
- Benefits paid
- $504,088
- Administrative expenses
- $61,440
- Total expenses
- $573,637
- Net increase / (decrease)
- $3,538,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $28,038 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,301 | $0 | 2023 |
| Flagel Huber Flagel | ACCOUNTANT | $12,100 | $0 | 2023 |