2023 Form 5500 filing — Cleveland Hardware & Forging Co. Profit Sharing
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240321120213NAL0005190736001) for Cleveland Hardware & Forging Co. Profit Sharing, reported by Cleveland Hardware & Forging Co. under EIN 34-1028784 and plan number 005. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240321120213NAL0005190736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleveland Hardware & Forging Co.
- EIN
- 34-1028784
- Plan number
- 005
- Location
- Green Bay, WI
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,080,780
- Net assets (EOY)
- $9,080,780
- Employer contributions
- $8,117
- Participant contributions
- $190,728
- Total income / additions
- $1,239,239
- Benefits paid
- $193,229
- Administrative expenses
- $45,858
- Total expenses
- $239,087
- Net increase / (decrease)
- $1,000,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $37,395 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $33,258 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $30,663 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $30,488 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $30,449 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $30,241 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $28,899 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $27,921 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $27,827 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $27,767 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $27,622 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $27,555 | $0 |
| Raymond James & Associates Inc. | INVESTMENT ADVISOR | $8,462 | not reported in the loaded dataset |
| Franklintempleton | INVESTMENT PROVIDER | $0 | $0 |
| Jp Morgan | INVESTMENT PROVIDER | $0 | $0 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 |
| Pimco Funds | INVESTMENT PROVIDER | $0 | $0 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 |
| Wells Fargo | INVESTMENT PROVIDER | $0 | $0 |
| Wilmington Trust | INVESTMENT PROVIDER | $0 | $0 |
| Invesco | INVESTMENT PROVIDER | $0 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |
| Dimensional Fund Advisors | INVESTMENT PROVIDER | $0 | $0 |