Aerometals, Inc. 401(K) Savings Plan — Form 5500 plan (Aerometals, 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, Aerometals, Inc. 401(K) Savings Plan is a benefit plan reported by Aerometals, Inc. under EIN 94-2923046 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $11,445,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aerometals, Inc.
EIN
94-2923046
Plan number
001
Plan type
2
Location
El Dorado Hills, CA
Latest filing year
2023
Participants
185
End-of-year plan assets
$11,445,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241014071657NAL0026751521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,445,715
Total liabilities (EOY)
$0
Net assets (EOY)
$11,445,715
Net assets (BOY)
$9,122,215

Income & contributions

Employer contributions
$367,012
Participant contributions
$1,033,163
Total contributions
$1,400,772
Total income / additions
$2,763,119

Expenses & distributions

Benefits paid
$431,880
Administrative expenses
$7,739
Total expenses
$439,619
Net increase / (decrease)
$2,323,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morningstar Investment ManagementINVESTMENT ADVISOR$6,138not reported in the loaded dataset2023
Sentry Life Insurance CompanyRECORDKEEPER$1,601$02023

Related Form 5500 pages