St. Marys Foundry Ltd 401(K) Savings Plan — Form 5500 plan (St Marys Foundry Ltd)
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, St. Marys Foundry Ltd 401(K) Savings Plan is a benefit plan reported by St Marys Foundry Ltd under EIN 92-1501681 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $6,619,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Marys Foundry Ltd
- EIN
- 92-1501681
- Plan number
- 001
- Plan type
- 2
- Location
- St Marys, OH
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $6,619,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241014082925NAL0026817025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,619,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,619,314
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $189,982
- Participant contributions
- $368,396
- Total contributions
- $6,675,889
- Total income / additions
- $7,204,995
Expenses & distributions
- Benefits paid
- $561,408
- Administrative expenses
- $20,157
- Total expenses
- $585,681
- Net increase / (decrease)
- $6,619,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prenger & Profitt, LLC | CONTRACT ADMIN | $14,101 | not reported in the loaded dataset | 2023 |
| Minster Bank | INVESTMENT ADVISOR | $7,353 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $5,703 | $0 | 2023 |