Arwood Machine Corporation Retirement Plan — Form 5500 plan (Arwood Machine 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, Arwood Machine Corporation Retirement Plan is a benefit plan reported by Arwood Machine Corporation under EIN 27-4578397 and plan number 003. The latest loaded filing year is 2023. The filing reports 123 participants and $8,136,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arwood Machine Corporation
- EIN
- 27-4578397
- Plan number
- 003
- Plan type
- 2
- Location
- Newburyport, MA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $8,136,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241011100729NAL0021645121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,136,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,136,704
- Net assets (BOY)
- $7,794,231
Income & contributions
- Employer contributions
- $39,403
- Participant contributions
- $126,243
- Total contributions
- $172,210
- Total income / additions
- $871,836
Expenses & distributions
- Benefits paid
- $529,143
- Administrative expenses
- $220
- Total expenses
- $529,363
- Net increase / (decrease)
- $342,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $100 | $0 | 2023 |