2023 Form 5500 filing — Fort Wayne Metals Research Products, LLC Retirement Savings 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 20240917093306NAL0001644211001) for Fort Wayne Metals Research Products, LLC Retirement Savings Plan, reported by Fort Wayne Metals Research Products, LLC. under EIN 35-1186549 and plan number 001. It reports 1,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917093306NAL0001644211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fort Wayne Metals Research Products, LLC.
- EIN
- 35-1186549
- Plan number
- 001
- Location
- Ft. Wayne, IN
- Participants
- 1,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,619,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,619,455
- Employer contributions
- $4,808,701
- Participant contributions
- $7,695,020
- Total income / additions
- $35,359,521
- Benefits paid
- $7,209,778
- Administrative expenses
- $334,785
- Total expenses
- $7,562,811
- Net increase / (decrease)
- $27,796,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $233,069 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $86,921 | $0 |
| Baden Gage & Schroeder, LLC | AUDITOR | $11,600 | not reported in the loaded dataset |