Thaler Machine Company LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Thaler Machine 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, Thaler Machine Company LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Thaler Machine Company LLC under EIN 84-4259995 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $6,411,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thaler Machine Company LLC
- EIN
- 84-4259995
- Plan number
- 001
- Plan type
- 2
- Location
- Springboro, OH
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $6,411,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240911133149NAL0012006848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,411,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,411,133
- Net assets (BOY)
- $5,482,216
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $437,532
- Total contributions
- $737,532
- Total income / additions
- $1,522,000
Expenses & distributions
- Benefits paid
- $558,857
- Administrative expenses
- $29,557
- Total expenses
- $593,083
- Net increase / (decrease)
- $928,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Advisors | ADVISOR | $14,410 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $9,047 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,500 | not reported in the loaded dataset | 2023 |