Adalet Ibew Local No. 1377 401(K) Retirement Savings Plan — Form 5500 plan (Adalet/Scott Fetzer 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, Adalet Ibew Local No. 1377 401(K) Retirement Savings Plan is a benefit plan reported by Adalet/Scott Fetzer Company under EIN 47-0691259 and plan number 009. The latest loaded filing year is 2023. The filing reports 94 participants and $3,770,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adalet/Scott Fetzer Company
- EIN
- 47-0691259
- Plan number
- 009
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | I | 20241010102621NAL0020818289001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,770,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,770,373
- Net assets (BOY)
- $3,263,126
Income & contributions
- Employer contributions
- $43,385
- Participant contributions
- $192,521
- Total income / additions
- $755,264
Expenses & distributions
- Benefits paid
- $239,265
- Administrative expenses
- $8,752
- Total expenses
- $248,017
- Net increase / (decrease)
- $507,247
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.