2023 Form 5500 filing — Cleveland Hardware And Forging Co. Profit Sharing

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240321122428NAL0002294995001) for Cleveland Hardware And Forging Co. Profit Sharing, reported by Cleveland Hardware & Forging Co under EIN 34-1028784 and plan number 005. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.1MReported net assets$9,080,780
Participants119
Provider compensation$368.5K24 Schedule C row(s)$368,547
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240321122428NAL0002294995001
Plan sponsor
Cleveland Hardware & Forging Co
EIN
34-1028784
Plan number
005
Location
Green Bay, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$239.1K
Benefits paid / distributions$193.2K
Contributions
Employer$8.1K
Participant$190.7K
Full reported line items
Total assets (EOY)
$9,080,780
Net assets (EOY)
$9,080,780
Employer contributions
$8,117
Participant contributions
$190,728
Total income / additions
$1,239,239
Benefits paid
$193,229
Administrative expenses
$45,858
Total expenses
$239,087
Net increase / (decrease)
$1,000,152
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $37.4K · Indirect $0
  2. 2
    CONTRACT ADMINISTRATOR · Direct $33.3K · Indirect $0
  3. 3
    CONTRACT ADMINISTRATOR · Direct $30.7K · Indirect $0
  4. 4
    CONTRACT ADMINISTRATOR · Direct $30.5K · Indirect $0
  5. 5
    CONTRACT ADMINISTRATOR · Direct $30.4K · Indirect $0
  6. 6
    CONTRACT ADMINISTRATOR · Direct $30.2K · Indirect $0
  7. 7
    CONTRACT ADMINISTRATOR · Direct $28.9K · Indirect $0
  8. 8
    CONTRACT ADMINISTRATOR · Direct $27.9K · Indirect $0
  9. 9
    CONTRACT ADMINISTRATOR · Direct $27.8K · Indirect $0
  10. 10
    CONTRACT ADMINISTRATOR · Direct $27.8K · Indirect $0
  11. 11
    CONTRACT ADMINISTRATOR · Direct $27.6K · Indirect $0
  12. 12
    CONTRACT ADMINISTRATOR · Direct $27.6K · Indirect $0
  13. 13
    INVESTMENT ADVISOR · Direct $8.5K
  14. 14
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  15. 15
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  16. 16
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  17. 17
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  18. 18
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  19. 19
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  20. 20
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  21. 21
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  22. 22
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $0
  23. 23
    INVESTMENT PROVIDER · Direct $0 · Indirect $0
  24. 24
    INVESTMENT PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240321122428NAL0002294995001 cover?
It is the 2023 Form 5500 filing for Cleveland Hardware And Forging Co. Profit Sharing, reported by Cleveland Hardware & Forging Co (EIN 34-1028784).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages