Sloan Valve Company Employees' Pension Plan — Form 5500 plan (Sloan Valve Company)
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, Sloan Valve Company Employees' Pension Plan is a benefit plan reported by Sloan Valve Company under EIN 36-1787480 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $10,354,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sloan Valve Company
- EIN
- 36-1787480
- Plan number
- 002
- Plan type
- 2
- Location
- Franklin Park, IL
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $10,354,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250911150031NAL0000311379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,354,902
- Total liabilities (EOY)
- $3,254
- Net assets (EOY)
- $10,351,648
- Net assets (BOY)
- $9,546,380
Income & contributions
- Employer contributions
- $604,899
- Total contributions
- $604,899
- Total income / additions
- $2,234,756
Expenses & distributions
- Benefits paid
- $1,138,120
- Administrative expenses
- $291,368
- Total expenses
- $1,429,488
- Net increase / (decrease)
- $805,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three Consulting LLC | NONE | $72,322 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $47,765 | not reported in the loaded dataset | 2023 |