2023 Form 5500 filing — Lehigh Heavy Forge Corporation Union 401(K) Savings Plan & Trust
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 20240919145405NAL0012962642001) for Lehigh Heavy Forge Corporation Union 401(K) Savings Plan & Trust, reported by Lehigh Heavy Forge Corporation under EIN 23-2914528 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919145405NAL0012962642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lehigh Heavy Forge Corporation
- EIN
- 23-2914528
- Plan number
- 002
- Location
- Bethlehem, PA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,155,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,155,605
- Employer contributions
- $324,846
- Participant contributions
- $420,243
- Total income / additions
- $2,300,907
- Benefits paid
- $1,970,322
- Administrative expenses
- $46,662
- Total expenses
- $2,017,725
- Net increase / (decrease)
- $283,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $26,757 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,839 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,066 | not reported in the loaded dataset |