2023 Form 5500 filing — Bharat Forge America, Inc. 401(K) 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 20241002104212NAL0004730819001) for Bharat Forge America, Inc. 401(K) Plan, reported by Bharat Forge America, Inc. under EIN 20-2865694 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002104212NAL0004730819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bharat Forge America, Inc.
- EIN
- 20-2865694
- Plan number
- 001
- Location
- Surgoinsville, TN
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,158,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,158,947
- Employer contributions
- $288,813
- Participant contributions
- $809,918
- Total income / additions
- $1,805,877
- Benefits paid
- $996,604
- Administrative expenses
- $5,670
- Total expenses
- $1,019,605
- Net increase / (decrease)
- $786,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $5,670 | $25,860 |
| Pensionmark Fin Group LLC | NONE | $0 | $13,126 |