2023 Form 5500 filing — The Specialty Mfg. Co. 401(K) Profit Sharing 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 20241206080149NAL0008922176001) for The Specialty Mfg. Co. 401(K) Profit Sharing Plan, reported by The Specialty Mfg. Co. under EIN 41-0673819 and plan number 002. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206080149NAL0008922176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Specialty Mfg. Co.
- EIN
- 41-0673819
- Plan number
- 002
- Location
- Saint Paul, MN
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,232,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,232,040
- Employer contributions
- $2,624,526
- Participant contributions
- $701,674
- Total income / additions
- $9,642,454
- Benefits paid
- $7,862,050
- Administrative expenses
- $136,813
- Total expenses
- $8,006,350
- Net increase / (decrease)
- $1,636,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,813 | $0 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISORY | $0 | $80,290 |