Plain-English plan 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, Southworth-Milton, Inc. Bargaining Unit Pension Plan is a benefit plan reported by Southworth-Milton, Inc. under EIN 02-0258444 and plan number 004. The latest loaded filing year is 2023. The filing reports 174 participants and $6,324,434 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,324,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,324,434
- Net assets (BOY)
- $5,634,319
Income & contributions
- Employer contributions
- $36,250
- Total contributions
- $37,744
- Total income / additions
- $1,089,071
Expenses & distributions
- Benefits paid
- $370,104
- Administrative expenses
- $28,852
- Total expenses
- $398,956
- Net increase / (decrease)
- $690,115