Ward Manufacturing, LLC Salary Retirement Plan — Form 5500 plan (Ward Manufacturing, 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, Ward Manufacturing, LLC Salary Retirement Plan is a benefit plan reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $11,002,628 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.9MPlan net assets, end of year$13,866,885
Participants131Covered participants reported
Assets / participant$105.9KComputed: assets ÷ participants$105,854 (computed)
Provider compensation$84.5K2 Schedule C provider row(s)$84,510
- Plan sponsor
- Ward Manufacturing, LLC
- EIN
- 71-1042639
- Plan number
- 002
- Plan type
- 2
- Location
- Blossburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015194451NAL0017133747001 |
| 2023 | 589 | H, C | 20250714125626NAL0000890659001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.9M total assets
Net assets$13.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $13,866,885
- Net assets (EOY)
- $13,866,885
- Net assets (BOY)
- $13,606,154
Income & contributions
- Total income / additions
- $780,286
Expenses & distributions
- Benefits paid
- $472,830
- Administrative expenses
- $46,725
- Total expenses
- $519,555
- Net increase / (decrease)
- $260,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citizens & Northern Bank | NONE | $46,723 | $63 | 2023 |
| Citizens & Northern Bank | NONE | $37,724 | not reported in the loaded dataset | 2023 |