2023 Form 5500 filing — Pax Machine Works, Inc. 401(K) 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 20250625105705NAL0004676995001) for Pax Machine Works, Inc. 401(K) Retirement Plan, reported by Pax Machine Works, Inc. under EIN 34-0895186 and plan number 002. It reports 238 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)$29.1MReported net assets$29,135,815
Participants238
Provider compensation$133.4K3 Schedule C row(s)$133,394
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250625105705NAL0004676995001
- Plan sponsor
- Pax Machine Works, Inc.
- EIN
- 34-0895186
- Plan number
- 002
- Location
- Celina, 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)$29.1M total assets
Net assets$29.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $29,135,815
- Net assets (EOY)
- $29,135,815
- Employer contributions
- $239,795
- Participant contributions
- $1,339,541
- Total income / additions
- $7,492,929
- Benefits paid
- $3,082,394
- Administrative expenses
- $133,394
- Total expenses
- $3,215,788
- Net increase / (decrease)
- $4,277,141
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $79,251 | not reported in the loaded dataset |
| Ubs Financial Services, Inc | INVESTMENT ADVISOR | $40,727 | $0 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $0 | $13,416 |