Multiquip Inc. Profit Sharing And Retirement Savings Plan — Form 5500 plan (Multiquip 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, Multiquip Inc. Profit Sharing And Retirement Savings Plan is a benefit plan reported by Multiquip Inc. under EIN 95-2874203 and plan number 003. The latest loaded filing year is 2023. The filing reports 597 participants and $57,401,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Multiquip Inc.
EIN
95-2874203
Plan number
003
Plan type
2
Location
Cypress, CA
Latest filing year
2023
Participants
597
End-of-year plan assets
$57,401,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023597H, C20241015111206NAL0016208531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,401,630
Total liabilities (EOY)
$0
Net assets (EOY)
$57,401,630
Net assets (BOY)
$49,330,610

Income & contributions

Employer contributions
$874,407
Participant contributions
$3,528,635
Total contributions
$4,537,587
Total income / additions
$13,471,135

Expenses & distributions

Benefits paid
$5,188,803
Administrative expenses
$199,784
Total expenses
$5,400,115
Net increase / (decrease)
$8,071,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$88,414$02023
Four Points Capital PartnersNONE$56,384not reported in the loaded dataset2023
Provenance Wealth Advisors LLCNONE$51,093not reported in the loaded dataset2023
Wright Ford Young & CoNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages