Lehigh Heavy Forge Corporation Union 401(K) Savings Plan & Trust — Form 5500 plan (Lehigh Heavy Forge Corporation)
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, Lehigh Heavy Forge Corporation Union 401(K) Savings Plan & Trust is a benefit plan reported by Lehigh Heavy Forge Corporation under EIN 23-2914528 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $11,155,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lehigh Heavy Forge Corporation
- EIN
- 23-2914528
- Plan number
- 002
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $11,155,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240919145405NAL0012962642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,155,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,155,605
- Net assets (BOY)
- $10,872,423
Income & contributions
- Employer contributions
- $324,846
- Participant contributions
- $420,243
- Total contributions
- $745,089
- Total income / additions
- $2,300,907
Expenses & distributions
- Benefits paid
- $1,970,322
- Administrative expenses
- $46,662
- Total expenses
- $2,017,725
- Net increase / (decrease)
- $283,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $26,757 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,839 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,066 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lehigh Heavy Forge Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bethlehem, PA
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation