Pax Machine Works, Inc. 401(K) Retirement Plan — Form 5500 plan (Pax Machine Works, 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, Pax Machine Works, Inc. 401(K) Retirement Plan is a benefit plan reported by Pax Machine Works, Inc. under EIN 34-0895186 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $29,135,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pax Machine Works, Inc.
- EIN
- 34-0895186
- Plan number
- 002
- Plan type
- 2
- Location
- Celina, OH
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $29,135,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20250625105705NAL0004676995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,135,815
- Net assets (EOY)
- $29,135,815
- Net assets (BOY)
- $24,858,674
Income & contributions
- Employer contributions
- $239,795
- Participant contributions
- $1,339,541
- Total contributions
- $1,618,031
- Total income / additions
- $7,492,929
Expenses & distributions
- Benefits paid
- $3,082,394
- Administrative expenses
- $133,394
- Total expenses
- $3,215,788
- Net increase / (decrease)
- $4,277,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $79,251 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc | INVESTMENT ADVISOR | $40,727 | $0 | 2023 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $0 | $13,416 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pax Machine Works, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Celina, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Pension Innovations & Consulting — Schedule C compensation