2023 Form 5500 filing — Elyria/Hodge Foundry Company 401(K) Savings & Investment 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 20241007101230NAL0015019377002) for Elyria/Hodge Foundry Company 401(K) Savings & Investment Plan, reported by Elyria Foundry Company, LLC under EIN 34-1399404 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007101230NAL0015019377002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elyria Foundry Company, LLC
- EIN
- 34-1399404
- Plan number
- 001
- Location
- Elyria, OH
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,646,699
- Net assets (EOY)
- $11,646,699
- Employer contributions
- $428,186
- Participant contributions
- $824,017
- Total income / additions
- $2,731,956
- Benefits paid
- $957,421
- Administrative expenses
- $64,527
- Total expenses
- $1,021,948
- Net increase / (decrease)
- $1,710,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $40,920 | $0 |
| Strategies Wealth Advisors LLC | INVESTMENT ADVISORY | $23,607 | not reported in the loaded dataset |