Milwaukee Forge 401(K) Plan — Form 5500 plan (Milwaukee Forge, LLC)
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, Milwaukee Forge 401(K) Plan is a benefit plan reported by Milwaukee Forge, LLC under EIN 27-1867572 and plan number 005. The latest loaded filing year is 2023. The filing reports 189 participants and $8,134,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Forge, LLC
- EIN
- 27-1867572
- Plan number
- 005
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $8,134,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240925094516NAL0019515680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,134,839
- Total liabilities (EOY)
- $38,946
- Net assets (EOY)
- $8,095,893
- Net assets (BOY)
- $7,005,723
Income & contributions
- Employer contributions
- $640,758
- Participant contributions
- $549,579
- Total contributions
- $1,399,447
- Total income / additions
- $2,453,519
Expenses & distributions
- Benefits paid
- $1,324,906
- Administrative expenses
- $38,443
- Total expenses
- $1,363,349
- Net increase / (decrease)
- $1,090,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | RIA | $21,770 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $10,676 | not reported in the loaded dataset | 2023 |
| Retirement Plan Alliance | TPA | $5,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milwaukee Forge, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Commonwealth Financial Network — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Retirement Plan Alliance — Schedule C compensation