Advance Mfg. Co., Inc. Employees' Welfare Benefit Plan — Form 5500 plan (Advance Mfg. Co., Inc.)

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, Advance Mfg. Co., Inc. Employees' Welfare Benefit Plan is a benefit plan reported by Advance Mfg. Co., Inc. under EIN 04-2275578 and plan number 501. The latest loaded filing year is 2023. The filing reports 237 participants and $368,061 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$368.1KPlan net assets, end of year$368,061
Participants237Covered participants reported
Assets / participant$1.6KComputed: assets ÷ participants$1,553 (computed)
Provider compensation$199.4K1 Schedule C provider row(s)$199,445
Plan sponsor
Advance Mfg. Co., Inc.
EIN
04-2275578
Plan number
501
Plan type
2
Location
Westfield, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    237 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$368.1K total assets
Net assets$368.1KLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$8.8M
Benefits paid / distributions$8.6M
Contributions
Employer$6.7M
Participant$265.2K
Full reported line items

Net assets

Total assets (EOY)
$368,061
Total liabilities (EOY)
$0
Net assets (EOY)
$368,061
Net assets (BOY)
$260,440

Income & contributions

Employer contributions
$6,663,258
Participant contributions
$265,201
Total contributions
$8,758,630
Total income / additions
$8,758,630

Expenses & distributions

Benefits paid
$8,559,185
Administrative expenses
$199,445
Total expenses
$8,758,630
Net increase / (decrease)
$0
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 96%Participant 4%
Total expenses ÷ net assets2380%Computed ratio
Benefits paid ÷ total income98%Computed ratio
Provider comp. ÷ net assets54%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    TPA · Direct $199.4K

Related Form 5500 pages