2023 Form 5500 filing — Alwin Manufacturing 401(K) Profit Sharing 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 20241001105408NAL0006633505001) for Alwin Manufacturing 401(K) Profit Sharing Plan, reported by Alwin Manufacturing Co., Inc. under EIN 39-0126980 and plan number 003. It reports 311 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)$8.4MReported net assets$8,423,809
Participants311
Provider compensation$41.5K3 Schedule C row(s)$41,482
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001105408NAL0006633505001
- Plan sponsor
- Alwin Manufacturing Co., Inc.
- EIN
- 39-0126980
- Plan number
- 003
- Location
- Green Bay, WI
- Received date
- not reported in the loaded dataset
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)$8.4M total assets
Net assets$8.4MLiabilities$11.1K
Full reported line items
- Total assets (EOY)
- $8,434,882
- Total liabilities (EOY)
- $11,073
- Net assets (EOY)
- $8,423,809
- Employer contributions
- $326,531
- Participant contributions
- $600,401
- Total income / additions
- $2,141,690
- Benefits paid
- $773,854
- Administrative expenses
- $43,118
- Total expenses
- $816,972
- Net increase / (decrease)
- $1,324,718
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | NONE | $16,518 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $15,526 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,438 | $0 |