Pax Machine Works, Inc. Pension Plan & Trust — Form 5500 plan (Pax Machine Works, 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, Pax Machine Works, Inc. Pension Plan & Trust is a benefit plan reported by Pax Machine Works, Inc. under EIN 34-0895186 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $29,066,342 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.1MPlan net assets, end of year$29,066,342
Participants234Covered participants reported
Assets / participant$124.2KComputed: assets ÷ participants$124,215 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Pax Machine Works, Inc.
- EIN
- 34-0895186
- Plan number
- 001
- Plan type
- 2
- Location
- Celina, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20250625120739NAL0004594947001 |
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)$29.1M total assets
Net assets$29.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $29,066,342
- Net assets (EOY)
- $29,066,342
- Net assets (BOY)
- $26,469,885
Income & contributions
- Employer contributions
- $821,278
- Participant contributions
- $0
- Total contributions
- $821,278
- Total income / additions
- $6,051,798
Expenses & distributions
- Benefits paid
- $3,332,130
- Administrative expenses
- $123,211
- Total expenses
- $3,455,341
- Net increase / (decrease)
- $2,596,457
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.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |