2023 Form 5500 filing — Dawn-Iue Local No. 697 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 20241114152555NAL0011337171001) for Dawn-Iue Local No. 697 Pension Plan, reported by Angell-Demmel North America Dba Alutrim North America, Inc. under EIN 32-0585179 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114152555NAL0011337171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Angell-Demmel North America Dba Alutrim North America, Inc.
- EIN
- 32-0585179
- Plan number
- 002
- Location
- Lebanon, KY
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,787,475
- Total liabilities (EOY)
- $30,086
- Net assets (EOY)
- $3,757,389
- Employer contributions
- $88,945
- Total income / additions
- $569,433
- Benefits paid
- $393,720
- Administrative expenses
- $22,798
- Total expenses
- $416,518
- Net increase / (decrease)
- $152,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Td Ameritrade | N/A | $22,798 | not reported in the loaded dataset |