Elyria/Hodge Foundry Company 401(K) Savings & Investment Plan — Form 5500 plan (Elyria Foundry Company, 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, Elyria/Hodge Foundry Company 401(K) Savings & Investment Plan is a benefit plan reported by Elyria Foundry Company, LLC under EIN 34-1399404 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $11,646,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elyria Foundry Company, LLC
EIN
34-1399404
Plan number
001
Plan type
2
Location
Elyria, OH
Latest filing year
2023
Participants
276
End-of-year plan assets
$11,646,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241007101230NAL0015019377002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,646,699
Net assets (EOY)
$11,646,699
Net assets (BOY)
$9,936,691

Income & contributions

Employer contributions
$428,186
Participant contributions
$824,017
Total contributions
$1,252,203
Total income / additions
$2,731,956

Expenses & distributions

Benefits paid
$957,421
Administrative expenses
$64,527
Total expenses
$1,021,948
Net increase / (decrease)
$1,710,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$40,920$02023
Strategies Wealth Advisors LLCINVESTMENT ADVISORY$23,607not reported in the loaded dataset2023

Related Form 5500 pages