Milwaukee Valve Company, LLC Employees' Savings Plan And Trust — Form 5500 plan (Milwaukee Valve Co., LLC)
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, Milwaukee Valve Company, LLC Employees' Savings Plan And Trust is a benefit plan reported by Milwaukee Valve Co., LLC under EIN 39-0965299 and plan number 002. The latest loaded filing year is 2023. The filing reports 436 participants and $47,201,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Valve Co., LLC
- EIN
- 39-0965299
- Plan number
- 002
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $47,201,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241014161920NAL0026692929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,201,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,201,568
- Net assets (BOY)
- $38,857,392
Income & contributions
- Employer contributions
- $486,223
- Participant contributions
- $2,321,724
- Total contributions
- $2,807,947
- Total income / additions
- $11,384,348
Expenses & distributions
- Benefits paid
- $2,935,464
- Administrative expenses
- $104,708
- Total expenses
- $3,040,172
- Net increase / (decrease)
- $8,344,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $69,387 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $28,875 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Advisory Svcs | NONE | $6,446 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milwaukee Valve Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Oneamerica Investment Advisory Svcs — Schedule C compensation
- Matrix Trust Company — Schedule C compensation