2023 Form 5500 filing — Ashland Foundry And Machine Works, LLC Union 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 20240920095024NAL0007251345001) for Ashland Foundry And Machine Works, LLC Union Retirement Plan, reported by Ashland Foundry And Machine Works, LLC under EIN 81-5042835 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920095024NAL0007251345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashland Foundry And Machine Works, LLC
- EIN
- 81-5042835
- Plan number
- 002
- Location
- Ashland, PA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,684,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,684,168
- Employer contributions
- $155,320
- Participant contributions
- $416,495
- Total income / additions
- $1,280,031
- Benefits paid
- $728,103
- Administrative expenses
- $36,608
- Total expenses
- $764,711
- Net increase / (decrease)
- $515,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $15,221 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,194 | $0 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $23 | $1,586 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24 | not reported in the loaded dataset |