Plan5500

Suburban Manufacturing Company Retirement Plan For Bargaining Employees — Form 5500 plan (Suburban Manufacturing Company, A Division Of Airxcel, 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, Suburban Manufacturing Company Retirement Plan For Bargaining Employees is a benefit plan reported by Suburban Manufacturing Company, A Division Of Airxcel, Inc. under EIN 48-1071795 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $4,422,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suburban Manufacturing Company, A Division Of Airxcel, Inc.
EIN
48-1071795
Plan number
002
Plan type
2
Location
Dayton, TN
Latest filing year
2023
Participants
169
End-of-year plan assets
$4,422,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250214093731NAL0013591571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,422,820
Total liabilities (EOY)
$0
Net assets (EOY)
$4,422,820
Net assets (BOY)
$4,735,373

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$45,286

Expenses & distributions

Benefits paid
$325,655
Administrative expenses
$32,184
Total expenses
$357,839
Net increase / (decrease)
-$312,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Financial AdvisorsINVESTMENT MANAGER$22,940not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCCUSTODIAN$8,922not reported in the loaded dataset2023
First State Trust CompanyTRUSTEE$0not reported in the loaded dataset2023

Related Form 5500 pages