Plan5500

Electralloy Salaried 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 Salaried Employees Pension Plan is a benefit plan reported by G.O. Carlson, Inc. under EIN 23-0457636 and plan number 008. The latest loaded filing year is 2023. The filing reports 216 participants and $30,220,010 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
008
Plan type
2
Location
Oil City, PA
Latest filing year
2023
Participants
216
End-of-year plan assets
$30,220,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241001142541NAL0007281441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,220,010
Net assets (EOY)
$30,220,010
Net assets (BOY)
$26,521,519

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$4,504,118

Expenses & distributions

Benefits paid
$749,373
Administrative expenses
$56,254
Total expenses
$805,627
Net increase / (decrease)
$3,698,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Main Line Retirement Advisor LLCINVESTMENT ADVISOR$56,254not reported in the loaded dataset2023

Related Form 5500 pages