2023 Form 5500 filing — Sulzer Pumps (Us) Inc. Master Trust
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 20241016181044NAL0051742656001) for Sulzer Pumps (Us) Inc. Master Trust, reported by Sulzer Pumps (Us) Inc. under EIN 94-3007659 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016181044NAL0051742656001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Sulzer Pumps (Us) Inc.
- EIN
- 94-3007659
- Plan number
- 004
- Location
- Houston, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,454,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,454,786
- Total income / additions
- $5,355,180
- Benefits paid
- $0
- Administrative expenses
- $809,647
- Total expenses
- $809,647
- Net increase / (decrease)
- $4,545,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | NONE | $50,630 | not reported in the loaded dataset |
| The Monroe Vos Consulting Group Inc | NONE | $37,500 | not reported in the loaded dataset |
| Garcia Hamilton & Associates, Lp | NONE | $19,609 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $12,500 | not reported in the loaded dataset |