2023 Form 5500 filing — The Oilgear Savings Plus 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 20241107184229NAL0011739201001) for The Oilgear Savings Plus Plan, reported by The Oilgear Company under EIN 39-0514580 and plan number 003. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107184229NAL0011739201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Oilgear Company
- EIN
- 39-0514580
- Plan number
- 003
- Location
- Traverse City, MI
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $63
- Benefits paid
- $175,222
- Administrative expenses
- $250
- Total expenses
- $131,329
- Net increase / (decrease)
- -$131,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $6,252 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $250 | $0 |