2023 Form 5500 filing — Ward Manufacturing, LLC Salary 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 20241015194451NAL0017133747001) for Ward Manufacturing, LLC Salary Retirement Plan, reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 002. It reports 131 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)$13.9MReported net assets$13,866,885
Participants131
Provider compensation$84.5K2 Schedule C row(s)$84,510
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015194451NAL0017133747001
- Plan sponsor
- Ward Manufacturing, LLC
- EIN
- 71-1042639
- Plan number
- 002
- Location
- Blossburg, PA
- 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)$13.9M total assets
Net assets$13.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,866,885
- Net assets (EOY)
- $13,866,885
- Total income / additions
- $780,286
- Benefits paid
- $472,830
- Administrative expenses
- $46,725
- Total expenses
- $519,555
- Net increase / (decrease)
- $260,731
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citizens & Northern Bank | NONE | $46,723 | $63 |
| Citizens & Northern Bank | NONE | $37,724 | not reported in the loaded dataset |