2023 Form 5500 filing — Hydroform Usa, Inc. Profit Sharing Plan And Trust
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 20241009165423NAL0018783217001) for Hydroform Usa, Inc. Profit Sharing Plan And Trust, reported by Hydroform Usa, Inc. under EIN 95-3767134 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165423NAL0018783217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hydroform Usa, Inc.
- EIN
- 95-3767134
- Plan number
- 001
- Location
- Carson, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,317,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,317,330
- Participant contributions
- $306,556
- Total income / additions
- $1,109,977
- Benefits paid
- $365,275
- Administrative expenses
- $33,725
- Total expenses
- $399,495
- Net increase / (decrease)
- $710,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $20,000 | $0 |
| United Planners Financial Services | ADVISOR | $13,725 | not reported in the loaded dataset |