2023 Form 5500 filing — St. Marys Foundry Ltd 401(K) 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 20241014082925NAL0026817025001) for St. Marys Foundry Ltd 401(K) Savings Plan, reported by St Marys Foundry Ltd under EIN 92-1501681 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082925NAL0026817025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Marys Foundry Ltd
- EIN
- 92-1501681
- Plan number
- 001
- Location
- St Marys, OH
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,619,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,619,314
- Employer contributions
- $189,982
- Participant contributions
- $368,396
- Total income / additions
- $7,204,995
- Benefits paid
- $561,408
- Administrative expenses
- $20,157
- Total expenses
- $585,681
- Net increase / (decrease)
- $6,619,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prenger & Profitt, LLC | CONTRACT ADMIN | $14,101 | not reported in the loaded dataset |
| Minster Bank | INVESTMENT ADVISOR | $7,353 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $5,703 | $0 |