Arvos Ljungstrom LLC Pension Plan For Hourly Employees — Form 5500 plan (Arvos Ljungstrom LLC)
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, Arvos Ljungstrom LLC Pension Plan For Hourly Employees is a benefit plan reported by Arvos Ljungstrom LLC under EIN 46-5240112 and plan number 002. The latest loaded filing year is 2023. The filing reports 662 participants and $20,841,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arvos Ljungstrom LLC
- EIN
- 46-5240112
- Plan number
- 002
- Plan type
- 2
- Location
- Wellsville, NY
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $20,841,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20241016061939NAL0059422642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,841,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,841,225
- Net assets (BOY)
- $19,374,214
Income & contributions
- Employer contributions
- $731,000
- Total contributions
- $731,000
- Total income / additions
- $3,549,701
Expenses & distributions
- Benefits paid
- $1,788,202
- Administrative expenses
- $294,488
- Total expenses
- $2,082,690
- Net increase / (decrease)
- $1,467,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mellon Capital Management | NONE | $100,320 | $0 | 2023 |