2023 Form 5500 filing — Sears Manufacturing Company Defined Benefit Retirement 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 20241007151700NAL0015402497001) for Sears Manufacturing Company Defined Benefit Retirement Plan, reported by Sears Manufacturing Company under EIN 42-0712643 and plan number 002. It reports 426 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)$14.2MReported net assets$14,203,022
Participants426
Provider compensation$102.6K3 Schedule C row(s)$102,637
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007151700NAL0015402497001
Plan sponsor
Sears Manufacturing Company
EIN
42-0712643
Plan number
002
Location
Davenport, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$14.2M total assets
Net assets$14.2MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$805K
Benefits paid / distributions$702.4K
Contributions
Employer$610K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$14,203,022
Total liabilities (EOY)
$0
Net assets (EOY)
$14,203,022
Employer contributions
$610,000
Total income / additions
$2,169,516
Benefits paid
$702,405
Administrative expenses
$102,637
Total expenses
$805,042
Net increase / (decrease)
$1,364,474
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $102.6K
  2. 2
    SECURITIES BROKERAGE · Direct $0 · Indirect $0
  3. 3
    SECURITIES BROKERAGE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007151700NAL0015402497001 cover?
It is the 2023 Form 5500 filing for Sears Manufacturing Company Defined Benefit Retirement Plan, reported by Sears Manufacturing Company (EIN 42-0712643).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages