Alwin Manufacturing 401(K) Profit Sharing Plan — Form 5500 plan (Alwin Manufacturing Co., 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, Alwin Manufacturing 401(K) Profit Sharing Plan is a benefit plan reported by Alwin Manufacturing Co., Inc. under EIN 39-0126980 and plan number 003. The latest loaded filing year is 2023. The filing reports 311 participants and $8,434,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alwin Manufacturing Co., Inc.
EIN
39-0126980
Plan number
003
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
311
End-of-year plan assets
$8,434,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241001105408NAL0006633505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,434,882
Total liabilities (EOY)
$11,073
Net assets (EOY)
$8,423,809
Net assets (BOY)
$7,099,091

Income & contributions

Employer contributions
$326,531
Participant contributions
$600,401
Total contributions
$998,493
Total income / additions
$2,141,690

Expenses & distributions

Benefits paid
$773,854
Administrative expenses
$43,118
Total expenses
$816,972
Net increase / (decrease)
$1,324,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nicolet National BankNONE$16,518not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$15,526$02023
Empower Annuity Insurance CompanyRECORDKEEPER$9,438$02023

Related Form 5500 pages