2023 Form 5500 filing — All Ways Safe, LLC Cash Balance 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 20250618093153NAL0001207235001) for All Ways Safe, LLC Cash Balance Pension Plan, reported by All Ways Safe, LLC under EIN 82-3204897 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618093153NAL0001207235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- All Ways Safe, LLC
- EIN
- 82-3204897
- Plan number
- 002
- Location
- Mcdonald, PA
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,091,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,091,250
- Employer contributions
- $636,147
- Total income / additions
- $750,159
- Benefits paid
- $13,483
- Administrative expenses
- $13,340
- Total expenses
- $26,823
- Net increase / (decrease)
- $723,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grove Point Advisors, LLC | INVESTMENT ADVISOR | $9,930 | not reported in the loaded dataset |