2023 Form 5500 filing — Ellwood 401(K) Retirement Plan

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 20240729144754NAL0019517777001) for Ellwood 401(K) Retirement Plan, reported by Ellwood City Forge Company under EIN 25-0461810 and plan number 003. It reports 1,856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$284.3MReported net assets$284,253,029
Participants1.9K1,856
Provider compensation$190.8K2 Schedule C row(s)$190,759
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729144754NAL0019517777001
Plan sponsor
Ellwood City Forge Company
EIN
25-0461810
Plan number
003
Location
Ellwood City, PA
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)$284.3M total assets
Net assets$284.3MLiabilities$0
Money in vs. money out
Total income / additions$64.2M
Total expenses$20.6M
Benefits paid / distributions$20.4M
Contributions
Employer$8.9M
Participant$10.2M
Full reported line items
Total assets (EOY)
$284,253,029
Total liabilities (EOY)
$0
Net assets (EOY)
$284,253,029
Employer contributions
$8,896,663
Participant contributions
$10,188,952
Total income / additions
$64,241,144
Benefits paid
$20,408,404
Administrative expenses
$202,403
Total expenses
$20,617,092
Net increase / (decrease)
$43,624,052
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $179.4K · Indirect $0
  2. 2
    NONE · Direct $11.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729144754NAL0019517777001 cover?
It is the 2023 Form 5500 filing for Ellwood 401(K) Retirement Plan, reported by Ellwood City Forge Company (EIN 25-0461810).
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