2023 Form 5500 filing — Columbus Hydraulics Company, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926154054NAL0000878273001) for Columbus Hydraulics Company, LLC 401(K) Plan, reported by Columbus Hydraulics Company, LLC under EIN 36-4810949 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240926154054NAL0000878273001
Filing year
2023
Form type
2
Plan sponsor
Columbus Hydraulics Company, LLC
EIN
36-4810949
Plan number
002
Location
Columbus, NE
Participants
131
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,411,897
Total liabilities (EOY)
$0
Net assets (EOY)
$10,411,897
Employer contributions
$257,667
Participant contributions
$364,776
Total income / additions
$2,535,082
Benefits paid
$2,854,926
Administrative expenses
$35,528
Total expenses
$2,890,454
Net increase / (decrease)
-$355,372
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edward JonesINVESTMENT ADVISOR$25,503not reported in the loaded dataset
Lutz & Company, PcAUDITOR$10,500not reported in the loaded dataset
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,250$0

Related Form 5500 pages