Moldex-Metric, Inc. Profit Sharing Plan & Tax Sheltered 401(K) Retirement Plan — Form 5500 plan (Moldex Metric, 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, Moldex-Metric, Inc. Profit Sharing Plan & Tax Sheltered 401(K) Retirement Plan is a benefit plan reported by Moldex Metric, Inc. under EIN 95-2106651 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $31,769,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moldex Metric, Inc.
EIN
95-2106651
Plan number
001
Plan type
2
Location
Culver City, CA
Latest filing year
2023
Participants
305
End-of-year plan assets
$31,769,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20240816115609NAL0008282259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,769,906
Total liabilities (EOY)
$0
Net assets (EOY)
$31,769,906
Net assets (BOY)
$28,107,940

Income & contributions

Employer contributions
$590,778
Participant contributions
$726,765
Total contributions
$1,422,605
Total income / additions
$5,886,636

Expenses & distributions

Benefits paid
$2,232,926
Administrative expenses
$5,748
Total expenses
$2,224,670
Net increase / (decrease)
$3,661,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$0$58,3412023
Fidelity Investments InstitutionalRECORDKEEPER$5,748$02023

Related Form 5500 pages