2023 Form 5500 filing — Kollsman, Inc. Defined Benefit 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 20241015090841NAL0029091921001) for Kollsman, Inc. Defined Benefit Retirement Plan, reported by Elbitamerica, Inc. under EIN 51-0345236 and plan number 002. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090841NAL0029091921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elbitamerica, Inc.
- EIN
- 51-0345236
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,241,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,241,612
- Employer contributions
- $1,329,972
- Total income / additions
- $9,597,221
- Benefits paid
- $6,219,857
- Administrative expenses
- $647,737
- Total expenses
- $6,867,594
- Net increase / (decrease)
- $2,729,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group, Inc. | NONE | $52,272 | not reported in the loaded dataset |
| Whitley Penn Llp | NONE | $22,660 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $17,507 | $0 |
| Fiducient Advisors LLC | NONE | $16,646 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $8,319 | $0 |