Dalton Corporation, Warsaw Manufacturing Facility Pension Plan — Form 5500 plan (Dalton Corporation, Warsaw Manufacturing Facility)
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, Dalton Corporation, Warsaw Manufacturing Facility Pension Plan is a benefit plan reported by Dalton Corporation, Warsaw Manufacturing Facility under EIN 35-0259770 and plan number 002. The latest loaded filing year is 2023. The filing reports 580 participants and $33,545,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dalton Corporation, Warsaw Manufacturing Facility
- EIN
- 35-0259770
- Plan number
- 002
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $33,545,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20241014165359NAL0045380288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,545,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,545,395
- Net assets (BOY)
- $32,344,181
Income & contributions
- Employer contributions
- $802,348
- Total contributions
- $802,348
- Total income / additions
- $3,462,477
Expenses & distributions
- Benefits paid
- $1,827,178
- Administrative expenses
- $434,085
- Total expenses
- $2,261,263
- Net increase / (decrease)
- $1,201,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mtb Of Michigan, LLC | NONE | $96,191 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $55,013 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | NONE | $17,853 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dalton Corporation, Warsaw Manufacturing Facility
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Warsaw, IN
- Mtb Of Michigan, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Reliance Trust Company — Schedule C compensation