2023 Form 5500 filing — Fristam Pumps Usa, Limited Partnership Retirement Savings 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 20241011112121NAL0012417923001) for Fristam Pumps Usa, Limited Partnership Retirement Savings Plan, reported by Fristam Pumps Usa, Limited Partnership under EIN 39-1263235 and plan number 003. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112121NAL0012417923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fristam Pumps Usa, Limited Partnership
- EIN
- 39-1263235
- Plan number
- 003
- Location
- Middleton, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,200,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,200,879
- Employer contributions
- $138,275
- Participant contributions
- $788,173
- Total income / additions
- $4,391,769
- Benefits paid
- $450,026
- Administrative expenses
- $45,095
- Total expenses
- $506,536
- Net increase / (decrease)
- $3,885,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $34,768 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,343 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,134 | not reported in the loaded dataset |
| Map Retirement | CONTRACT ADMIN | $1,600 | not reported in the loaded dataset |