Lippmann Milwaukee 401(K) Plan — Form 5500 plan (Metso Mccloskey Usa, LLC Dba Lippmann Milwaukee)
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, Lippmann Milwaukee 401(K) Plan is a benefit plan reported by Metso Mccloskey Usa, LLC Dba Lippmann Milwaukee under EIN 84-3250475 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $6,119,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metso Mccloskey Usa, LLC Dba Lippmann Milwaukee
- EIN
- 84-3250475
- Plan number
- 001
- Plan type
- 2
- Location
- Cudahy, WI
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $6,119,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241011130051NAL0021901889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,119,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,119,666
- Net assets (BOY)
- $5,517,723
Income & contributions
- Employer contributions
- $35,191
- Participant contributions
- $479,566
- Total contributions
- $514,757
- Total income / additions
- $1,382,073
Expenses & distributions
- Benefits paid
- $736,261
- Administrative expenses
- $35,900
- Total expenses
- $780,130
- Net increase / (decrease)
- $601,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $22,517 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,557 | $0 | 2023 |
| Ppg Retirement Plan Services | CONTRACT ADMIN | $5,040 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metso Mccloskey Usa, LLC Dba Lippmann Milwaukee
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Cudahy, WI
- Morgan Stanley Smith Barney — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation