2023 Form 5500 filing — Suburban Manufacturing Company Retirement Plan For Bargaining 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 20250214093731NAL0013591571001) for Suburban Manufacturing Company Retirement Plan For Bargaining Employees, reported by Suburban Manufacturing Company, A Division Of Airxcel, Inc. under EIN 48-1071795 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214093731NAL0013591571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suburban Manufacturing Company, A Division Of Airxcel, Inc.
- EIN
- 48-1071795
- Plan number
- 002
- Location
- Dayton, TN
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,422,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,422,820
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $45,286
- Benefits paid
- $325,655
- Administrative expenses
- $32,184
- Total expenses
- $357,839
- Net increase / (decrease)
- -$312,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | INVESTMENT MANAGER | $22,940 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | CUSTODIAN | $8,922 | not reported in the loaded dataset |
| First State Trust Company | TRUSTEE | $0 | not reported in the loaded dataset |