2023 Form 5500 filing — Alwin Manufacturing 401(K) Profit Sharing 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 20241001105408NAL0006633505001) for Alwin Manufacturing 401(K) Profit Sharing Plan, reported by Alwin Manufacturing Co., Inc. under EIN 39-0126980 and plan number 003. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001105408NAL0006633505001
Filing year
2023
Form type
2
Plan sponsor
Alwin Manufacturing Co., Inc.
EIN
39-0126980
Plan number
003
Location
Green Bay, WI
Participants
311
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,434,882
Total liabilities (EOY)
$11,073
Net assets (EOY)
$8,423,809
Employer contributions
$326,531
Participant contributions
$600,401
Total income / additions
$2,141,690
Benefits paid
$773,854
Administrative expenses
$43,118
Total expenses
$816,972
Net increase / (decrease)
$1,324,718
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nicolet National BankNONE$16,518not reported in the loaded dataset
Alerus Financial, N.A.NONE$15,526$0
Empower Annuity Insurance CompanyRECORDKEEPER$9,438$0

Related Form 5500 pages