2023 Form 5500 filing — Hultafors Group North America 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 20241015133514NAL0016502803001) for Hultafors Group North America 401(K) Plan, reported by Hultafors Group Us Holdco LLC under EIN 38-4080874 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.4MReported net assets$10,442,762
Participants160
Provider compensation$20.4K4 Schedule C row(s)$20,383
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015133514NAL0016502803001
- Plan sponsor
- Hultafors Group Us Holdco LLC
- EIN
- 38-4080874
- Plan number
- 002
- Location
- Mequon, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,442,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,442,762
- Employer contributions
- $252,425
- Participant contributions
- $523,446
- Total income / additions
- $2,067,371
- Benefits paid
- $895,407
- Administrative expenses
- $19,544
- Total expenses
- $919,017
- Net increase / (decrease)
- $1,148,354
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTEMENT ADVISOR | $13,498 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $6,233 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $652 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPING | $0 | $0 |