2023 Form 5500 filing — H. D. Hudson Legacy Defined Benefit Pension 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 20241008130810NAL0009683939001) for H. D. Hudson Legacy Defined Benefit Pension Plan, reported by H. D. Hudson Manufacturing Company under EIN 36-1243360 and plan number 009. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130810NAL0009683939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H. D. Hudson Manufacturing Company
- EIN
- 36-1243360
- Plan number
- 009
- Location
- Lowell, MI
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,275,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,275,288
- Employer contributions
- $500,187
- Total income / additions
- $1,977,058
- Benefits paid
- $961,825
- Administrative expenses
- $366,572
- Total expenses
- $1,328,397
- Net increase / (decrease)
- $648,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $113,000 | $0 |
| Rehmann Financial Group LLC | INVESTMENT ADVISORY | $0 | $40,000 |