Mahoney Foundries, Inc. Savings And Retirement Plan — Form 5500 plan (Mahoney Foundries, 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, Mahoney Foundries, Inc. Savings And Retirement Plan is a benefit plan reported by Mahoney Foundries, Inc. under EIN 35-1308114 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $6,083,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mahoney Foundries, Inc.
EIN
35-1308114
Plan number
001
Plan type
2
Location
Kendallville, IN
Latest filing year
2023
Participants
257
End-of-year plan assets
$6,083,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20240916134957NAL0001564881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,083,301
Total liabilities (EOY)
$0
Net assets (EOY)
$6,083,301
Net assets (BOY)
$4,702,500

Income & contributions

Employer contributions
$310,325
Participant contributions
$540,258
Total contributions
$850,583
Total income / additions
$1,685,579

Expenses & distributions

Benefits paid
$247,665
Administrative expenses
$57,113
Total expenses
$304,778
Net increase / (decrease)
$1,380,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,263$02023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$12,848$22023

Related Form 5500 pages