2023 Form 5500 filing — Flodraulic Group Incorporated 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 20241003112440NAL0016958752001) for Flodraulic Group Incorporated 401(K) Plan, reported by Flodraulic Group Inc under EIN 87-0698321 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003112440NAL0016958752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flodraulic Group Inc
- EIN
- 87-0698321
- Plan number
- 001
- Location
- Greenfield, IN
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,023,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,023,330
- Participant contributions
- $895,826
- Total income / additions
- $2,680,656
- Benefits paid
- $655,616
- Administrative expenses
- $8,227
- Total expenses
- $663,843
- Net increase / (decrease)
- $2,016,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Concepts & Services | THIRD PARTY ADMINISTRATO | $0 | $5,324 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $2,529 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $2,529 | not reported in the loaded dataset |