2023 Form 5500 filing — Haulotte Bil-Jax Retirement Savings Investment 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 20250117070056NAL0024694321001) for Haulotte Bil-Jax Retirement Savings Investment Plan, reported by Bil-Jax, Inc. under EIN 34-4414138 and plan number 004. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117070056NAL0024694321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bil-Jax, Inc.
- EIN
- 34-4414138
- Plan number
- 004
- Location
- Archbold, OH
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,684,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,684,206
- Employer contributions
- $457,768
- Participant contributions
- $706,695
- Total income / additions
- $2,821,342
- Benefits paid
- $1,394,622
- Administrative expenses
- $78,229
- Total expenses
- $1,472,851
- Net increase / (decrease)
- $1,348,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $49,216 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $28,173 | $0 |
| Fifth Third Bank | OTHER | $840 | not reported in the loaded dataset |