2023 Form 5500 filing — Smithfoods Orrville Inc. Union Pension 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 20241015122950NAL0057590194001) for Smithfoods Orrville Inc. Union Pension Plan, reported by Smithfoods Inc. under EIN 34-0536210 and plan number 006. It reports 292 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)$7.8MReported net assets$7,820,784
Participants292
Provider compensation$47.7K1 Schedule C row(s)$47,682
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015122950NAL0057590194001
- Plan sponsor
- Smithfoods Inc.
- EIN
- 34-0536210
- Plan number
- 006
- Location
- Orrville, OH
- Received date
- not reported in the loaded dataset
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,820,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,820,784
- Employer contributions
- $634,362
- Participant contributions
- $0
- Total income / additions
- $1,727,100
- Benefits paid
- $219,421
- Administrative expenses
- $48,105
- Total expenses
- $267,526
- Net increase / (decrease)
- $1,459,574
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $47,682 | not reported in the loaded dataset |