Plan5500

Electralloy Melt Shop, Production And Maintenance Employees Pension Plan — Form 5500 plan (G.O. Carlson, 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, Electralloy Melt Shop, Production And Maintenance Employees Pension Plan is a benefit plan reported by G.O. Carlson, Inc. under EIN 23-0457636 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $21,692,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G.O. Carlson, Inc.
EIN
23-0457636
Plan number
002
Plan type
2
Location
Oil City, PA
Latest filing year
2023
Participants
198
End-of-year plan assets
$21,692,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241001141944NAL0007276529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,692,644
Net assets (EOY)
$21,692,644
Net assets (BOY)
$19,047,314

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$3,218,865

Expenses & distributions

Benefits paid
$533,212
Administrative expenses
$40,323
Total expenses
$573,535
Net increase / (decrease)
$2,645,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Main Line Retirement Advisor LLCINVESTMENT ADVISOR$40,323not reported in the loaded dataset2023

Related Form 5500 pages