2023 Form 5500 filing — Sloan Valve Company Savings And 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 20241008130459NAL0016683601001) for Sloan Valve Company Savings And Investment Plan, reported by Sloan Valve Company under EIN 36-1787480 and plan number 004. It reports 1,035 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130459NAL0016683601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sloan Valve Company
- EIN
- 36-1787480
- Plan number
- 004
- Location
- Franklin Park, IL
- Participants
- 1,035
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,077,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,077,535
- Employer contributions
- $2,685,193
- Participant contributions
- $5,790,807
- Total income / additions
- $21,926,094
- Benefits paid
- $8,204,628
- Administrative expenses
- $64,595
- Total expenses
- $8,288,425
- Net increase / (decrease)
- $13,637,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $62,592 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,003 | $0 |