2023 Form 5500 filing — Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership 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 20241001152956NAL0004150515001) for Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership Plan, reported by Cma/Flodyne/Hydradyne, Inc. under EIN 39-1745147 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$3.7MReported net assets-$3,715,872
Participants127
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241001152956NAL0004150515001
Plan sponsor
Cma/Flodyne/Hydradyne, Inc.
EIN
39-1745147
Plan number
002
Location
Brookfield, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets-$3.7MLiabilities$12.4M
Money in vs. money out
Total income / additions$5.5M
Total expenses$313.7K
Benefits paid / distributions$254
Contributions
Employer$632K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,650,000
Total liabilities (EOY)
$12,365,872
Net assets (EOY)
-$3,715,872
Employer contributions
$631,990
Total income / additions
$5,501,990
Benefits paid
$254
Administrative expenses
$0
Total expenses
$313,739
Net increase / (decrease)
$5,188,251

Related Form 5500 pages