The Timken Belts Savings And Investment Retirement Plan For Bargaining Associates — Form 5500 plan (Timken Smo LLC)

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, The Timken Belts Savings And Investment Retirement Plan For Bargaining Associates is a benefit plan reported by Timken Smo LLC under EIN 32-0422708 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $13,796,674 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.8MPlan net assets, end of year$13,796,674
Participants360Covered participants reported
Assets / participant$38.3KComputed: assets ÷ participants$38,324 (computed)
Provider compensation$13.2K1 Schedule C provider row(s)$13,218
Plan sponsor
Timken Smo LLC
EIN
32-0422708
Plan number
002
Plan type
2
Location
Springfield, MO
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
    360 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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$149.3K
Participant$643.3K
Full reported line items

Net assets

Total assets (EOY)
$13,796,674
Total liabilities (EOY)
$0
Net assets (EOY)
$13,796,674
Net assets (BOY)
$12,590,755

Income & contributions

Employer contributions
$149,322
Participant contributions
$643,282
Total contributions
$807,564
Total income / additions
$2,727,025

Expenses & distributions

Benefits paid
$1,469,619
Administrative expenses
$13,218
Total expenses
$1,521,106
Net increase / (decrease)
$1,205,919
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 19%Participant 81%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    NONE · Direct $13.2K · Indirect $0

Related Form 5500 pages