2023 Form 5500 filing — Hollingsworth & Vose Company Union 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 20241014090633NAL0025787169001) for Hollingsworth & Vose Company Union Savings Plan, reported by Hollingsworth & Vose Company under EIN 04-1446700 and plan number 009. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090633NAL0025787169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hollingsworth & Vose Company
- EIN
- 04-1446700
- Plan number
- 009
- Location
- East Walpole, MA
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,049,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,049,248
- Employer contributions
- $690,696
- Participant contributions
- $1,620,393
- Total income / additions
- $6,200,175
- Benefits paid
- $3,570,755
- Administrative expenses
- $36,260
- Total expenses
- $3,607,015
- Net increase / (decrease)
- $2,593,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,536 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,724 | not reported in the loaded dataset |