Plan5500

The Borg Indak Defined Benefit Pension Plan — Form 5500 plan (Borg Indak, 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, The Borg Indak Defined Benefit Pension Plan is a benefit plan reported by Borg Indak, Inc. under EIN 36-3935655 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $5,247,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Borg Indak, Inc.
EIN
36-3935655
Plan number
002
Plan type
2
Location
Delavan, WI
Latest filing year
2023
Participants
186
End-of-year plan assets
$5,247,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241014085827NAL0043923840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,247,662
Total liabilities (EOY)
$0
Net assets (EOY)
$5,247,662
Net assets (BOY)
$5,673,168

Income & contributions

Total contributions
$0
Total income / additions
$703,954

Expenses & distributions

Benefits paid
$963,054
Administrative expenses
$166,406
Total expenses
$1,129,460
Net increase / (decrease)
-$425,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Pension Consultants LLCNONE$30,616not reported in the loaded dataset2023
Warady & Davis, LlpNONE$11,250not reported in the loaded dataset2023
Rlw Associates, Inc.NONE$10,000not reported in the loaded dataset2023
Us BankNONE$9,584not reported in the loaded dataset2023

Related Form 5500 pages