Challenge Mfg. Company Profit Sharing And Retirement Savings Plan — Form 5500 plan (Challenge Mfg. Holdings)

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, Challenge Mfg. Company Profit Sharing And Retirement Savings Plan is a benefit plan reported by Challenge Mfg. Holdings under EIN 46-4294293 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,111 participants and $79,301,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Challenge Mfg. Holdings
EIN
46-4294293
Plan number
001
Plan type
2
Location
Walker, MI
Latest filing year
2023
Participants
4,111
End-of-year plan assets
$79,301,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,111H, C20241015130924NAL0029735633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,301,150
Total liabilities (EOY)
$0
Net assets (EOY)
$79,301,150
Net assets (BOY)
$60,615,942

Income & contributions

Employer contributions
$6,372,884
Participant contributions
$9,845,394
Total contributions
$17,784,144
Total income / additions
$28,466,319

Expenses & distributions

Benefits paid
$9,465,309
Administrative expenses
$372,622
Total expenses
$9,854,792
Net increase / (decrease)
$18,611,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$372,622$02023
Morgan StanleyINVESTMENT ADVISORY$0$75,9632023

Related Form 5500 pages