Benton Foundry, Inc Employee Savings & Retirement Plan — Form 5500 plan (Benton Foundry, 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, Benton Foundry, Inc Employee Savings & Retirement Plan is a benefit plan reported by Benton Foundry, Inc. under EIN 24-0837325 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $13,187,838 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.2MPlan net assets, end of year$13,187,838
Participants215Covered participants reported
Assets / participant$61.3KComputed: assets ÷ participants$61,339 (computed)
Provider compensation$27.3K2 Schedule C provider row(s)$27,315
- Plan sponsor
- Benton Foundry, Inc.
- EIN
- 24-0837325
- Plan number
- 002
- Plan type
- 2
- Location
- Benton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240711133339NAL0016246385001 |
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)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,187,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,187,838
- Net assets (BOY)
- $11,225,512
Income & contributions
- Employer contributions
- $185,424
- Participant contributions
- $559,575
- Total contributions
- $744,999
- Total income / additions
- $2,559,582
Expenses & distributions
- Benefits paid
- $570,583
- Administrative expenses
- $26,673
- Total expenses
- $597,256
- Net increase / (decrease)
- $1,962,326
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.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $17,818 | $497 | 2023 |
| Global Retirement Partners. | NONE | $9,000 | not reported in the loaded dataset | 2023 |