2023 Form 5500 filing — Ward Manufacturing, LLC 401(K) 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 20241224105903NAL0009700561001) for Ward Manufacturing, LLC 401(K) Plan, reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 003. It reports 407 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)$11.3MReported net assets$11,317,482
Participants407
Provider compensation$64.7K1 Schedule C row(s)$64,650
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241224105903NAL0009700561001
- Plan sponsor
- Ward Manufacturing, LLC
- EIN
- 71-1042639
- Plan number
- 003
- 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)$11.3M total assets
Net assets$11.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,317,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,317,482
- Employer contributions
- $482,111
- Participant contributions
- $359,222
- Total income / additions
- $2,207,516
- Benefits paid
- $1,919,520
- Administrative expenses
- $64,950
- Total expenses
- $1,984,470
- Net increase / (decrease)
- $223,046
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citizens & Northern Bank | TRUSTEE | $64,650 | not reported in the loaded dataset |