Bharat Forge America, Inc. 401(K) Plan — Form 5500 plan (Bharat Forge America, 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, Bharat Forge America, Inc. 401(K) Plan is a benefit plan reported by Bharat Forge America, Inc. under EIN 20-2865694 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $7,158,947 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bharat Forge America, Inc.
EIN
20-2865694
Plan number
001
Plan type
2
Location
Surgoinsville, TN
Latest filing year
2023
Participants
307
End-of-year plan assets
$7,158,947

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20241002104212NAL0004730819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,158,947
Total liabilities (EOY)
$0
Net assets (EOY)
$7,158,947
Net assets (BOY)
$6,372,675

Income & contributions

Employer contributions
$288,813
Participant contributions
$809,918
Total contributions
$1,255,292
Total income / additions
$1,805,877

Expenses & distributions

Benefits paid
$996,604
Administrative expenses
$5,670
Total expenses
$1,019,605
Net increase / (decrease)
$786,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$5,670$25,8602023
Pensionmark Fin Group LLCNONE$0$13,1262023

Related Form 5500 pages