Smithfoods Orrville Inc. Union Pension Plan — Form 5500 plan (Smithfoods 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, Smithfoods Orrville Inc. Union Pension Plan is a benefit plan reported by Smithfoods Inc. under EIN 34-0536210 and plan number 006. The latest loaded filing year is 2023. The filing reports 292 participants and $7,820,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smithfoods Inc.
- EIN
- 34-0536210
- Plan number
- 006
- Plan type
- 2
- Location
- Orrville, OH
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $7,820,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241015122950NAL0057590194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,820,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,820,784
- Net assets (BOY)
- $6,361,210
Income & contributions
- Employer contributions
- $634,362
- Participant contributions
- $0
- Total contributions
- $634,362
- Total income / additions
- $1,727,100
Expenses & distributions
- Benefits paid
- $219,421
- Administrative expenses
- $48,105
- Total expenses
- $267,526
- Net increase / (decrease)
- $1,459,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $47,682 | not reported in the loaded dataset | 2023 |