Unverferth Manufacturing Company, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Unverferth Manufacturing Company, 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, Unverferth Manufacturing Company, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Unverferth Manufacturing Company, Inc. under EIN 34-0936989 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,164 participants and $206,755,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unverferth Manufacturing Company, Inc.
- EIN
- 34-0936989
- Plan number
- 001
- Plan type
- 2
- Location
- Kalida, OH
- Latest filing year
- 2023
- Participants
- 1,164
- End-of-year plan assets
- $206,755,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,164 | H, C | 20240807151655NAL0006609888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,755,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,755,245
- Net assets (BOY)
- $171,591,418
Income & contributions
- Employer contributions
- $7,296,390
- Participant contributions
- $6,192,173
- Total contributions
- $15,429,255
- Total income / additions
- $47,588,092
Expenses & distributions
- Benefits paid
- $12,223,749
- Administrative expenses
- $125,314
- Total expenses
- $12,424,265
- Net increase / (decrease)
- $35,163,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $95,012 | $0 | 2023 |
| Rea & Associates, Inc. | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $11,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,802 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unverferth Manufacturing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Kalida, OH
- Fidelity Investments Institutional — Schedule C compensation
- Rea & Associates, Inc. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation