Clow Valve Company Hourly 401(K) Retirement Plan — Form 5500 plan (Mcwane, 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, Clow Valve Company Hourly 401(K) Retirement Plan is a benefit plan reported by Mcwane, Inc. under EIN 63-0139000 and plan number 022. The latest loaded filing year is 2023. The filing reports 447 participants and $11,555,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcwane, Inc.
EIN
63-0139000
Plan number
022
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
447
End-of-year plan assets
$11,555,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20240523093122NAL0002392451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,555,879
Total liabilities (EOY)
$0
Net assets (EOY)
$11,555,879
Net assets (BOY)
$9,850,161

Income & contributions

Employer contributions
$402,053
Participant contributions
$830,101
Total contributions
$1,253,274
Total income / additions
$3,268,248

Expenses & distributions

Benefits paid
$1,330,571
Administrative expenses
$19,696
Total expenses
$1,381,086
Net increase / (decrease)
$1,887,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$10,683$02023
Merrill Lynch Pierce Fenner & SmitCONSULTANT$6,899not reported in the loaded dataset2023

Related Form 5500 pages