Microtec Inc 401(K) Retirement Plan — Form 5500 plan (Microtec 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, Microtec Inc 401(K) Retirement Plan is a benefit plan reported by Microtec Inc under EIN 93-0625831 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $7,912,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Microtec Inc
- EIN
- 93-0625831
- Plan number
- 002
- Plan type
- 2
- Location
- Corvallis, OR
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $7,912,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240813130842NAL0018016080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,912,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,912,149
- Net assets (BOY)
- $7,767,095
Income & contributions
- Employer contributions
- $264,284
- Participant contributions
- $579,264
- Total contributions
- $1,081,091
- Total income / additions
- $2,208,785
Expenses & distributions
- Benefits paid
- $2,054,263
- Administrative expenses
- $9,373
- Total expenses
- $2,063,731
- Net increase / (decrease)
- $145,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Monarch Plan Advisors. | NONE | $7,173 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $2,200 | $0 | 2023 |