2023 Form 5500 filing — Electralloy Melt Shop, Production And Maintenance Employees Pension 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 20241001141944NAL0007276529001) for Electralloy Melt Shop, Production And Maintenance Employees Pension Plan, reported by G.O. Carlson, Inc. under EIN 23-0457636 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001141944NAL0007276529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.O. Carlson, Inc.
- EIN
- 23-0457636
- Plan number
- 002
- Location
- Oil City, PA
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,692,644
- Net assets (EOY)
- $21,692,644
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,218,865
- Benefits paid
- $533,212
- Administrative expenses
- $40,323
- Total expenses
- $573,535
- Net increase / (decrease)
- $2,645,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Main Line Retirement Advisor LLC | INVESTMENT ADVISOR | $40,323 | not reported in the loaded dataset |