Ashland Foundry And Machine Works, LLC Union Retirement Plan — Form 5500 plan (Ashland Foundry And Machine Works, 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, Ashland Foundry And Machine Works, LLC Union Retirement Plan is a benefit plan reported by Ashland Foundry And Machine Works, LLC under EIN 81-5042835 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $5,684,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashland Foundry And Machine Works, LLC
- EIN
- 81-5042835
- Plan number
- 002
- Plan type
- 2
- Location
- Ashland, PA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $5,684,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240920095024NAL0007251345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,684,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,684,168
- Net assets (BOY)
- $5,168,848
Income & contributions
- Employer contributions
- $155,320
- Participant contributions
- $416,495
- Total contributions
- $571,815
- Total income / additions
- $1,280,031
Expenses & distributions
- Benefits paid
- $728,103
- Administrative expenses
- $36,608
- Total expenses
- $764,711
- Net increase / (decrease)
- $515,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $15,221 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,194 | $0 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $23 | $1,586 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ashland Foundry And Machine Works, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ashland, PA
- Strategies Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation