2023 Form 5500 filing — Milwaukee Forge 401(K) 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 20240925094516NAL0019515680001) for Milwaukee Forge 401(K) Plan, reported by Milwaukee Forge, LLC under EIN 27-1867572 and plan number 005. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925094516NAL0019515680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milwaukee Forge, LLC
- EIN
- 27-1867572
- Plan number
- 005
- Location
- Milwaukee, WI
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,134,839
- Total liabilities (EOY)
- $38,946
- Net assets (EOY)
- $8,095,893
- Employer contributions
- $640,758
- Participant contributions
- $549,579
- Total income / additions
- $2,453,519
- Benefits paid
- $1,324,906
- Administrative expenses
- $38,443
- Total expenses
- $1,363,349
- Net increase / (decrease)
- $1,090,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | RIA | $21,770 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $10,676 | not reported in the loaded dataset |
| Retirement Plan Alliance | TPA | $5,996 | not reported in the loaded dataset |