Plan5500

Cadence Aerospace Precision Machine Works 401(K) Plan For Union Employees — Form 5500 plan (Precision 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, Cadence Aerospace Precision Machine Works 401(K) Plan For Union Employees is a benefit plan reported by Precision Machine Works, Inc. under EIN 91-0673472 and plan number 004. The latest loaded filing year is 2023. The filing reports 104 participants and $13,305,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Precision Machine Works, Inc.
EIN
91-0673472
Plan number
004
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
Participants
104
End-of-year plan assets
$13,305,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20241010155107NAL0011690499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,305,149
Total liabilities (EOY)
$0
Net assets (EOY)
$13,305,149
Net assets (BOY)
$10,765,220

Income & contributions

Employer contributions
$456,516
Participant contributions
$586,688
Total contributions
$1,043,204
Total income / additions
$2,831,944

Expenses & distributions

Benefits paid
$287,369
Administrative expenses
-$7,499
Total expenses
$292,015
Net increase / (decrease)
$2,539,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Precept Advisory GroupADVISOR$11,178not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$18,709$02023

Related Form 5500 pages