2023 Form 5500 filing — The Fiesta Tableware Company And The United Steel, And Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419m

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 20241015141525NAL0014811379005) for The Fiesta Tableware Company And The United Steel, And Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419m, reported by The Fiesta Tableware Company under EIN 55-0215070 and plan number 001. It reports 373 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)$8.4MReported net assets$8,406,047
Participants373
Provider compensation$83.1K4 Schedule C row(s)$83,077
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141525NAL0014811379005
Plan sponsor
The Fiesta Tableware Company
EIN
55-0215070
Plan number
001
Location
Newell, WV
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)$8.4M total assets
Net assets$8.4MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$190.9K
Participant$13.3K
Full reported line items
Total assets (EOY)
$8,406,047
Net assets (EOY)
$8,406,047
Employer contributions
$190,852
Participant contributions
$13,267
Total income / additions
$1,357,704
Benefits paid
$2,426,333
Administrative expenses
$87,729
Total expenses
$2,523,898
Net increase / (decrease)
-$1,166,194

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$41,213not reported in the loaded dataset
Schneider Downs Retirement SolutionRECORDKEEPER$22,712not reported in the loaded dataset
Packer ThomasPLAN AUDITOR$13,000not reported in the loaded dataset
Charles Schwab Trust CompanyPLAN CUSTODIAN$6,152$0

Related Form 5500 pages