Other Β· DOL Form 5500 Β· 2022

Machine Tool Research, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
41
Participants

Sponsored by Machine Tool Research, Inc. Β· New York Β· Manufacturing

What the 2022 filing shows

Machine Tool Research, Inc. Employee Stock Ownership Plan holds N/A for 41 participants.

N/A
total plan assets (2022 EOY)
41
covered participants
Total Assets (2023)
N/A
Participants
41
State
Industry
Manufacturing

What the Filing Says About Machine Tool Research, Inc. Employee Stock Ownership Plan

Machine Tool Research, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Machine Tool Research, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 41 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161225458, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN161225458
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Machine Tool Research, Inc.)

Year Plans Participants Total Assets
2022 2 80 N/A
2023 2 92 N/A
2024 2 114 N/A

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Frequently Asked Questions

How much money is in the Machine Tool Research, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Machine Tool Research, Inc. Employee Stock Ownership Plan holds N/A in total assets with 41 participants. It is sponsored by Machine Tool Research, Inc..
What type of plan is Machine Tool Research, Inc. Employee Stock Ownership Plan?
Machine Tool Research, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 161225458.
Who sponsors the Machine Tool Research, Inc. Employee Stock Ownership Plan?
Machine Tool Research, Inc. Employee Stock Ownership Plan is sponsored by Machine Tool Research, Inc., located in New York. The sponsor's EIN is 161225458 and the plan operates in the Manufacturing industry.
How did Machine Tool Research, Inc. Employee Stock Ownership Plan perform in 2022?
Machine Tool Research, Inc. Employee Stock Ownership Plan held N/A in total assets at the end of 2022.
Where can I find official filings for Machine Tool Research, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Machine Tool Research, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161225458 or plan name at efast.dol.gov.
How does Machine Tool Research, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Machine Tool Research, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks all 133,317 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161225458.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.