2023 Form 5500 filing — Retirement Savings Value 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 20241004103800NAL0012103137001) for Retirement Savings Value Plan, reported by Pilkington North America, Inc. under EIN 34-1506654 and plan number 015. It reports 1,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004103800NAL0012103137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pilkington North America, Inc.
- EIN
- 34-1506654
- Plan number
- 015
- Location
- Toledo, OH
- Participants
- 1,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,108,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,108,439
- Employer contributions
- $2,248,768
- Participant contributions
- $3,429,299
- Total income / additions
- $14,846,630
- Benefits paid
- $6,711,757
- Administrative expenses
- $64,064
- Total expenses
- $6,778,927
- Net increase / (decrease)
- $8,067,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,451 | $0 |
| Morgan Stanley Smith Barney Holding | NONE | $26,600 | not reported in the loaded dataset |
| P&M Holding Group Llp Dba Plante & | AUDITOR | $12,019 | not reported in the loaded dataset |