Machinists, Inc. 401(K) Savings Plan & Trust — Form 5500 plan (Machinists, 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, Machinists, Inc. 401(K) Savings Plan & Trust is a benefit plan reported by Machinists, Inc. under EIN 91-0694678 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $21,545,813 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Machinists, Inc.
EIN
91-0694678
Plan number
002
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
196
End-of-year plan assets
$21,545,813

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241014111000NAL0027115377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,545,813
Total liabilities (EOY)
$0
Net assets (EOY)
$21,545,813
Net assets (BOY)
$19,897,279

Income & contributions

Employer contributions
$330,606
Participant contributions
$861,057
Total contributions
$1,191,663
Total income / additions
$3,819,335

Expenses & distributions

Benefits paid
$2,095,225
Administrative expenses
$75,576
Total expenses
$2,170,801
Net increase / (decrease)
$1,648,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN$39,175$02023
Trutina FinancialINVESTMENT ADVISOR$36,401not reported in the loaded dataset2023

Related Form 5500 pages