2023 Form 5500 filing — Cadence Aerospace Precision Machine Works 401(K) Plan For Union Employees
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 20241010155107NAL0011690499001) for Cadence Aerospace Precision Machine Works 401(K) Plan For Union Employees, reported by Precision Machine Works, Inc. under EIN 91-0673472 and plan number 004. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155107NAL0011690499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Precision Machine Works, Inc.
- EIN
- 91-0673472
- Plan number
- 004
- Location
- Tacoma, WA
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,305,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,305,149
- Employer contributions
- $456,516
- Participant contributions
- $586,688
- Total income / additions
- $2,831,944
- Benefits paid
- $287,369
- Administrative expenses
- -$7,499
- Total expenses
- $292,015
- Net increase / (decrease)
- $2,539,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Precept Advisory Group | ADVISOR | $11,178 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,709 | $0 |