Plan5500

Waupaca Foundry, Inc. Salaried Employees Pension Plan — Form 5500 plan (Waupaca Foundry, 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, Waupaca Foundry, Inc. Salaried Employees Pension Plan is a benefit plan reported by Waupaca Foundry, Inc under EIN 39-0880924 and plan number 003. The latest loaded filing year is 2023. The filing reports 280 participants and $97,348,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waupaca Foundry, Inc
EIN
39-0880924
Plan number
003
Plan type
2
Location
Waupaca, WI
Latest filing year
2023
Participants
280
End-of-year plan assets
$97,348,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241003133710NAL0017170096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,348,753
Total liabilities (EOY)
$964,185
Net assets (EOY)
$96,384,568
Net assets (BOY)
$77,426,429

Income & contributions

Employer contributions
$9,920,000
Total contributions
$9,920,000
Total income / additions
$20,981,344

Expenses & distributions

Benefits paid
$1,974,694
Administrative expenses
$48,511
Total expenses
$2,023,205
Net increase / (decrease)
$18,958,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alpha Investment Consultant GroupCONSULTANTS$25,000not reported in the loaded dataset2023
Principal BankRECORDKEEPER$23,511not reported in the loaded dataset2023

Related Form 5500 pages