The Fiesta Tableware Company And The United Steel, And Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419m — Form 5500 plan (The Fiesta Tableware 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, The Fiesta Tableware Company And The United Steel, And Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419m is a benefit plan reported by The Fiesta Tableware Company under EIN 55-0215070 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $8,406,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Fiesta Tableware Company
- EIN
- 55-0215070
- Plan number
- 001
- Plan type
- 2
- Location
- Newell, WV
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $8,406,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241015141525NAL0014811379005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,406,047
- Net assets (EOY)
- $8,406,047
- Net assets (BOY)
- $9,572,241
Income & contributions
- Employer contributions
- $190,852
- Participant contributions
- $13,267
- Total contributions
- $204,119
- Total income / additions
- $1,357,704
Expenses & distributions
- Benefits paid
- $2,426,333
- Administrative expenses
- $87,729
- Total expenses
- $2,523,898
- Net increase / (decrease)
- -$1,166,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $41,213 | not reported in the loaded dataset | 2023 |
| Schneider Downs Retirement Solution | RECORDKEEPER | $22,712 | not reported in the loaded dataset | 2023 |
| Packer Thomas | PLAN AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN | $6,152 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Fiesta Tableware Company
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Newell, WV
- Schneider Downs Wealth Mgmt Adv. — Schedule C compensation
- Schneider Downs Retirement Solution — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation