Plan5500

Dawn-Iue Local No. 697 Pension Plan — Form 5500 plan (Angell-Demmel North America Dba Alutrim North America, 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, Dawn-Iue Local No. 697 Pension Plan is a benefit plan reported by Angell-Demmel North America Dba Alutrim North America, Inc. under EIN 32-0585179 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $3,787,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Angell-Demmel North America Dba Alutrim North America, Inc.
EIN
32-0585179
Plan number
002
Plan type
2
Location
Lebanon, KY
Latest filing year
2023
Participants
168
End-of-year plan assets
$3,787,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241114152555NAL0011337171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,787,475
Total liabilities (EOY)
$30,086
Net assets (EOY)
$3,757,389
Net assets (BOY)
$3,604,474

Income & contributions

Employer contributions
$88,945
Total contributions
$88,945
Total income / additions
$569,433

Expenses & distributions

Benefits paid
$393,720
Administrative expenses
$22,798
Total expenses
$416,518
Net increase / (decrease)
$152,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Td AmeritradeN/A$22,798not reported in the loaded dataset2023

Related Form 5500 pages