2023 Form 5500 filing — Arvos Ljungstrom LLC Pension Plan For Hourly 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 20241016061939NAL0059422642001) for Arvos Ljungstrom LLC Pension Plan For Hourly Employees, reported by Arvos Ljungstrom LLC under EIN 46-5240112 and plan number 002. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016061939NAL0059422642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arvos Ljungstrom LLC
- EIN
- 46-5240112
- Plan number
- 002
- Location
- Wellsville, NY
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,841,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,841,225
- Employer contributions
- $731,000
- Total income / additions
- $3,549,701
- Benefits paid
- $1,788,202
- Administrative expenses
- $294,488
- Total expenses
- $2,082,690
- Net increase / (decrease)
- $1,467,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Capital Management | NONE | $100,320 | $0 |