Ward Manufacturing, LLC 401(K) 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 401(K) Plan is a benefit plan reported by Ward Manufacturing, LLC under EIN 71-1042639 and plan number 003. The latest loaded filing year is 2023. The filing reports 407 participants and $11,317,482 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
003
Plan type
2
Location
Blossburg, PA
Latest filing year
2023
Participants
407
End-of-year plan assets
$11,317,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20241224105903NAL0009700561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,317,482
Total liabilities (EOY)
$0
Net assets (EOY)
$11,317,482
Net assets (BOY)
$11,246,427

Income & contributions

Employer contributions
$482,111
Participant contributions
$359,222
Total contributions
$843,450
Total income / additions
$2,207,516

Expenses & distributions

Benefits paid
$1,919,520
Administrative expenses
$64,950
Total expenses
$1,984,470
Net increase / (decrease)
$223,046

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Citizens & Northern BankTRUSTEE$64,650not reported in the loaded dataset2023

Related Form 5500 pages