2023 Form 5500 filing — Estwing Manufacturing Company, Inc. Pension Plan
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 20240814113416NAL0011645809001) for Estwing Manufacturing Company, Inc. Pension Plan, reported by Estwing Manufacturing Company, Inc. under EIN 36-1049360 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814113416NAL0011645809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Estwing Manufacturing Company, Inc.
- EIN
- 36-1049360
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,518,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,518,893
- Employer contributions
- $650,464
- Participant contributions
- $97,371
- Total income / additions
- $3,192,020
- Benefits paid
- $870,243
- Administrative expenses
- $107,131
- Total expenses
- $977,374
- Net increase / (decrease)
- $2,214,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $49,803 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $47,530 | not reported in the loaded dataset |
| First American Bank | NONE | $46,409 | not reported in the loaded dataset |
| First American Bank | NONE | $43,376 | not reported in the loaded dataset |
| First American Bank | NONE | $41,850 | not reported in the loaded dataset |
| First American Bank | NONE | $40,850 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $38,375 | not reported in the loaded dataset |
| First American Bank | NONE | $30,450 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $21,241 | not reported in the loaded dataset |
| Penchecks | NONE | $10,919 | not reported in the loaded dataset |
| Penchecks | NONE | $9,799 | not reported in the loaded dataset |
| Penchecks | NONE | $9,775 | not reported in the loaded dataset |
| Penchecks | NONE | $9,681 | not reported in the loaded dataset |
| Great- West Life & Annuity Company | NONE | $0 | $0 |