Sloan Valve Company Savings And Investment 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 Savings And Investment Plan is a benefit plan reported by Sloan Valve Company under EIN 36-1787480 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,035 participants and $85,077,535 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
004
Plan type
2
Location
Franklin Park, IL
Latest filing year
2023
Participants
1,035
End-of-year plan assets
$85,077,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,035H, C20241008130459NAL0016683601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,077,535
Total liabilities (EOY)
$0
Net assets (EOY)
$85,077,535
Net assets (BOY)
$71,439,866

Income & contributions

Employer contributions
$2,685,193
Participant contributions
$5,790,807
Total contributions
$9,014,379
Total income / additions
$21,926,094

Expenses & distributions

Benefits paid
$8,204,628
Administrative expenses
$64,595
Total expenses
$8,288,425
Net increase / (decrease)
$13,637,669

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OperINVESTMENT ADVISOR$62,592not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,003$02023

Related Form 5500 pages