2023 Form 5500 filing — Pax Machine Works, Inc. 401(K) Retirement 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 20250625105705NAL0004676995001) for Pax Machine Works, Inc. 401(K) Retirement Plan, reported by Pax Machine Works, Inc. under EIN 34-0895186 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625105705NAL0004676995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pax Machine Works, Inc.
- EIN
- 34-0895186
- Plan number
- 002
- Location
- Celina, OH
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,135,815
- Net assets (EOY)
- $29,135,815
- Employer contributions
- $239,795
- Participant contributions
- $1,339,541
- Total income / additions
- $7,492,929
- Benefits paid
- $3,082,394
- Administrative expenses
- $133,394
- Total expenses
- $3,215,788
- Net increase / (decrease)
- $4,277,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $79,251 | not reported in the loaded dataset |
| Ubs Financial Services, Inc | INVESTMENT ADVISOR | $40,727 | $0 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $0 | $13,416 |