2023 Form 5500 filing — Sadoff And Rudoy Industries Pension Plan For Union Employees
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 20241011110611NAL0038520768001) for Sadoff And Rudoy Industries Pension Plan For Union Employees, reported by Sadoff And Rudoy Industries, Llp under EIN 39-1047279 and plan number 005. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110611NAL0038520768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sadoff And Rudoy Industries, Llp
- EIN
- 39-1047279
- Plan number
- 005
- Location
- Fond Du Lac, WI
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,632,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,632,705
- Total income / additions
- $289,709
- Benefits paid
- $212,256
- Administrative expenses
- $32,225
- Total expenses
- $244,481
- Net increase / (decrease)
- $45,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors | NONE | $14,815 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $5,289 | not reported in the loaded dataset |