Who sponsors the Ward Manufacturing, LLC 401(K) Plan?

Ward Manufacturing, LLC 401(K) Plan is reported as sponsored by Ward Manufacturing, LLC (EIN 71-1042639, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Ward Manufacturing, LLC 401(K) Plan?

The latest Form 5500 filing year loaded for Ward Manufacturing, LLC 401(K) Plan is 2023.

How many participants does Ward Manufacturing, LLC 401(K) Plan report?

Ward Manufacturing, LLC 401(K) Plan reports 407 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Ward Manufacturing, LLC 401(K) Plan?

Ward Manufacturing, LLC 401(K) Plan reports $11,317,482 in end-of-year plan assets in its latest loaded Form 5500 filing.

Ward Manufacturing, LLC 401(K) 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 401(K) Plan is a benefit plan reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 003. The latest loaded filing year is 2023. The filing reports 407 participants and $11,317,482 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.3MPlan net assets, end of year$11,317,482

Participants407Covered participants reported

Assets / participant$27.8KComputed: assets ÷ participants$27,807 (computed)

Provider compensation$64.7K1 Schedule C provider row(s)$64,650

Plan sponsor: Ward Manufacturing, LLC
EIN: 71-1042639
Plan number: 003
Plan type: 2
Location: Blossburg, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	407	H, C	20241224105903NAL0009700561001

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)$11.3M total assets

Net assets$11.3MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$2M

Benefits paid / distributions$1.9M

Contributions

Employer$482.1K

Participant$359.2K

Full reported line items

Net assets

Total assets (EOY): $11,317,482
Total liabilities (EOY): $0
Net assets (EOY): $11,317,482
Net assets (BOY): $11,246,427

Income & contributions

Employer contributions: $482,111
Participant contributions: $359,222
Total contributions: $843,450
Total income / additions: $2,207,516

Expenses & distributions

Benefits paid: $1,919,520
Administrative expenses: $64,950
Total expenses: $1,984,470
Net increase / (decrease): $223,046

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Citizens & Northern Bank	TRUSTEE	$64,650	not reported in the loaded dataset	2023