2023 Form 5500 filing — Waupaca Foundry, Inc. Salaried 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 20241003133710NAL0017170096001) for Waupaca Foundry, Inc. Salaried Employees Pension Plan, reported by Waupaca Foundry, Inc under EIN 39-0880924 and plan number 003. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133710NAL0017170096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waupaca Foundry, Inc
- EIN
- 39-0880924
- Plan number
- 003
- Location
- Waupaca, WI
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,348,753
- Total liabilities (EOY)
- $964,185
- Net assets (EOY)
- $96,384,568
- Employer contributions
- $9,920,000
- Total income / additions
- $20,981,344
- Benefits paid
- $1,974,694
- Administrative expenses
- $48,511
- Total expenses
- $2,023,205
- Net increase / (decrease)
- $18,958,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpha Investment Consultant Group | CONSULTANTS | $25,000 | not reported in the loaded dataset |
| Principal Bank | RECORDKEEPER | $23,511 | not reported in the loaded dataset |