2023 Form 5500 filing — Southworth-Milton, Inc. Bargaining Unit 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 20250716130206NAL0003228609001) for Southworth-Milton, Inc. Bargaining Unit Pension Plan, reported by Southworth-Milton, Inc. under EIN 02-0258444 and plan number 004. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250716130206NAL0003228609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southworth-Milton, Inc.
- EIN
- 02-0258444
- Plan number
- 004
- Location
- Milford, MA
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,324,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,324,434
- Employer contributions
- $36,250
- Total income / additions
- $1,089,071
- Benefits paid
- $370,104
- Administrative expenses
- $28,852
- Total expenses
- $398,956
- Net increase / (decrease)
- $690,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Bank | TRUSTEE | $28,852 | not reported in the loaded dataset |