Aqua-Chem, Inc. Retirement & Savings Plan — Form 5500 plan (Aqua-Chem, Inc.)

Plain-English plan 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, Aqua-Chem, Inc. Retirement & Savings Plan is a benefit plan reported by Aqua-Chem, Inc. under EIN 20-4036248 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $14,152,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aqua-Chem, Inc.
EIN
20-4036248
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
259
End-of-year plan assets
$14,152,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20241015065126NAL0015922659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,152,100
Total liabilities (EOY)
$0
Net assets (EOY)
$14,152,100
Net assets (BOY)
$11,776,482

Income & contributions

Employer contributions
$595,711
Participant contributions
$1,240,506
Total contributions
$2,060,846
Total income / additions
$4,242,226

Expenses & distributions

Benefits paid
$1,840,384
Administrative expenses
$25,370
Total expenses
$1,866,608
Net increase / (decrease)
$2,375,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newsquare Capital LLCADVISOR$18,663not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,707$02023

Related Form 5500 pages