2023 Form 5500 filing — Ward Manufacturing, LLC 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 20250714125626NAL0000890659001) for Ward Manufacturing, LLC Pension Plan, reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 002. It reports 589 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
Participants589
Provider compensation$84.5K2 Schedule C row(s)$84,510
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714125626NAL0000890659001
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
Money in vs. money out
Total income / additions$780.3K
Total expenses$519.6K
Benefits paid / distributions$472.8K
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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Citizens & Northern BankNONE$46,723$63
Citizens & Northern BankNONE$37,724not reported in the loaded dataset

Related Form 5500 pages