Estwing Manufacturing Company, Inc. Pension Plan — Form 5500 plan (Estwing 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, Estwing Manufacturing Company, Inc. Pension Plan is a benefit plan reported by Estwing Manufacturing Company, Inc. under EIN 36-1049360 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $11,410,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Estwing Manufacturing Company, Inc.
- EIN
- 36-1049360
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $11,410,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240814111709NAL0011629905001 |
| 2023 | 362 | H, C | 20240814112319NAL0006767587001 |
| 2023 | 349 | H, C | 20240814112940NAL0006771427001 |
| 2023 | 323 | H, C | 20240814113416NAL0011645809001 |
| 2023 | 310 | H, C | 20251007145514NAL0008150672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,518,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,518,893
- Net assets (BOY)
- $15,304,247
Income & contributions
- Employer contributions
- $650,464
- Participant contributions
- $97,371
- Total contributions
- $747,835
- Total income / additions
- $3,192,020
Expenses & distributions
- Benefits paid
- $870,243
- Administrative expenses
- $107,131
- Total expenses
- $977,374
- Net increase / (decrease)
- $2,214,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $49,803 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $47,530 | not reported in the loaded dataset | 2023 |
| First American Bank | NONE | $46,409 | not reported in the loaded dataset | 2023 |
| First American Bank | NONE | $43,376 | not reported in the loaded dataset | 2023 |
| First American Bank | NONE | $41,850 | not reported in the loaded dataset | 2023 |
| First American Bank | NONE | $40,850 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $38,375 | not reported in the loaded dataset | 2023 |
| First American Bank | NONE | $30,450 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $21,241 | not reported in the loaded dataset | 2023 |
| Penchecks | NONE | $10,919 | not reported in the loaded dataset | 2023 |
| Penchecks | NONE | $9,799 | not reported in the loaded dataset | 2023 |
| Penchecks | NONE | $9,775 | not reported in the loaded dataset | 2023 |
| Penchecks | NONE | $9,681 | not reported in the loaded dataset | 2023 |
| Great- West Life & Annuity Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Estwing Manufacturing Company, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Ubs Financial Services Inc. — Schedule C compensation
- First American Bank — Schedule C compensation
- Penchecks — Schedule C compensation
- Great- West Life & Annuity Company — Schedule C compensation