Sloan Valve Company Factory Employees' Amended Pension Plan — Form 5500 plan (Sloan Valve Company)
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, Sloan Valve Company Factory Employees' Amended Pension Plan is a benefit plan reported by Sloan Valve Company under EIN 36-1787480 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $7,698,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sloan Valve Company
- EIN
- 36-1787480
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin Park, IL
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $7,698,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20250515205851NAL0015021043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,698,335
- Total liabilities (EOY)
- $143,947
- Net assets (EOY)
- $7,554,388
- Net assets (BOY)
- $7,573,344
Income & contributions
- Employer contributions
- $568,964
- Total contributions
- $568,964
- Total income / additions
- $1,414,860
Expenses & distributions
- Benefits paid
- $1,155,634
- Administrative expenses
- $278,182
- Total expenses
- $1,433,816
- Net increase / (decrease)
- -$18,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three Consulting LLC | NONE | $68,508 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $24,033 | not reported in the loaded dataset | 2023 |
| First State Trust Company | NONE | $5,530 | $0 | 2023 |