Southworth-Milton, Inc. Bargaining Unit Pension Plan — Form 5500 plan (Southworth-Milton, Inc.)

Plain-English plan 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, Southworth-Milton, Inc. Bargaining Unit Pension Plan is a benefit plan reported by Southworth-Milton, Inc. under EIN 02-0258444 and plan number 004. The latest loaded filing year is 2023. The filing reports 174 participants and $6,324,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southworth-Milton, Inc.
EIN
02-0258444
Plan number
004
Plan type
2
Location
Milford, MA
Latest filing year
2023
Participants
174
End-of-year plan assets
$6,324,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20250716130206NAL0003228609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,324,434
Total liabilities (EOY)
$0
Net assets (EOY)
$6,324,434
Net assets (BOY)
$5,634,319

Income & contributions

Employer contributions
$36,250
Total contributions
$37,744
Total income / additions
$1,089,071

Expenses & distributions

Benefits paid
$370,104
Administrative expenses
$28,852
Total expenses
$398,956
Net increase / (decrease)
$690,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal BankTRUSTEE$28,852not reported in the loaded dataset2023

Related Form 5500 pages