2023 Form 5500 filing — Filtration Group 401(K) 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 20241014144848NAL0013475859001) for Filtration Group 401(K) Retirement Savings Plan, reported by Filtration Group Corporation under EIN 27-3741564 and plan number 001. It reports 3,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144848NAL0013475859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Filtration Group Corporation
- EIN
- 27-3741564
- Plan number
- 001
- Location
- Joliet, IL
- Participants
- 3,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,869,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,869,498
- Employer contributions
- $7,010,214
- Participant contributions
- $14,373,327
- Total income / additions
- $51,281,508
- Benefits paid
- $24,531,620
- Administrative expenses
- $404,611
- Total expenses
- $25,031,464
- Net increase / (decrease)
- $26,250,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $226,098 | $0 |
| Pensionmark Financial Group LLC | NONE | $117,792 | not reported in the loaded dataset |
| Hancock Askew Co., Llp | NONE | $51,500 | not reported in the loaded dataset |