2023 Form 5500 filing — Sloan Valve Company Factory Employees' Amended 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 20250515205851NAL0015021043001) for Sloan Valve Company Factory Employees' Amended Pension Plan, reported by Sloan Valve Company under EIN 36-1787480 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515205851NAL0015021043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sloan Valve Company
- EIN
- 36-1787480
- Plan number
- 001
- Location
- Franklin Park, IL
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,698,335
- Total liabilities (EOY)
- $143,947
- Net assets (EOY)
- $7,554,388
- Employer contributions
- $568,964
- Total income / additions
- $1,414,860
- Benefits paid
- $1,155,634
- Administrative expenses
- $278,182
- Total expenses
- $1,433,816
- Net increase / (decrease)
- -$18,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| October Three Consulting LLC | NONE | $68,508 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $24,033 | not reported in the loaded dataset |
| First State Trust Company | NONE | $5,530 | $0 |