2023 Form 5500 filing — Patterson-Kelley Hourly Employees Pension 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 20241015071629NAL0055061458001) for Patterson-Kelley Hourly Employees Pension Plan, reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 206. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.6MReported net assets$6,599,165
Participants122
Provider compensation$122.7K2 Schedule C row(s)$122,681
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015071629NAL0055061458001
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 206
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,599,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,599,165
- Total income / additions
- $546,247
- Benefits paid
- $452,120
- Administrative expenses
- $122,681
- Total expenses
- $574,801
- Net increase / (decrease)
- -$28,554
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $98,181 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $24,500 | not reported in the loaded dataset |