Plan5500

Ward Manufacturing, LLC Salary Retirement Plan — Form 5500 plan (Ward Manufacturing, 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, Ward Manufacturing, LLC Salary Retirement Plan is a benefit plan reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $11,002,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ward Manufacturing, LLC
EIN
71-1042639
Plan number
002
Plan type
2
Location
Blossburg, PA
Latest filing year
2023
Participants
131
End-of-year plan assets
$11,002,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241015194451NAL0017133747001
2023589H, C20250714125626NAL0000890659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,866,885
Net assets (EOY)
$13,866,885
Net assets (BOY)
$13,606,154

Income & contributions

Total income / additions
$780,286

Expenses & distributions

Benefits paid
$472,830
Administrative expenses
$46,725
Total expenses
$519,555
Net increase / (decrease)
$260,731

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Citizens & Northern BankNONE$46,723$632023
Citizens & Northern BankNONE$37,724not reported in the loaded dataset2023

Related Form 5500 pages