2023 Form 5500 filing — Hydro-Gear Retirement 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 20241010135122NAL0020197553001) for Hydro-Gear Retirement Plan, reported by Hydro-Gear Limited Partnership under EIN 37-1278894 and plan number 001. It reports 1,793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135122NAL0020197553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hydro-Gear Limited Partnership
- EIN
- 37-1278894
- Plan number
- 001
- Location
- Sullivan, IL
- Participants
- 1,793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,161,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,161,766
- Employer contributions
- $2,650,036
- Participant contributions
- $2,723,331
- Total income / additions
- $14,514,656
- Benefits paid
- $5,468,395
- Administrative expenses
- $243,522
- Total expenses
- $5,711,917
- Net increase / (decrease)
- $8,802,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $222,594 | $0 |
| Smith Moore | BROKER/ADVISER | $0 | $110,664 |
| The Lampo Group LLC Dba Smartdollar | CONTRACT ADMIN | $20,928 | not reported in the loaded dataset |