2023 Form 5500 filing — North American Filtration And Subsidiaries 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 20241013103048NAL0014003651001) for North American Filtration And Subsidiaries 401(K) Plan, reported by North American Filtration Holdings LLC under EIN 87-4393736 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013103048NAL0014003651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Filtration Holdings LLC
- EIN
- 87-4393736
- Plan number
- 001
- Location
- Ramsey, NJ
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,594,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,594,690
- Employer contributions
- $63,391
- Participant contributions
- $654,575
- Total income / additions
- $1,847,347
- Benefits paid
- $1,044,118
- Administrative expenses
- $31,544
- Total expenses
- $1,096,732
- Net increase / (decrease)
- $750,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackridge Asset Management LLC | INVESTMENT/FINANCIAL ADVI | $20,780 | $0 |
| Adp, Inc. | RECORD KEEPER | $10,556 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |