Filtration Group 401(K) Retirement Savings Plan — Form 5500 plan (Filtration Group Corporation)
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, Filtration Group 401(K) Retirement Savings Plan is a benefit plan reported by Filtration Group Corporation under EIN 27-3741564 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,881 participants and $207,869,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Filtration Group Corporation
- EIN
- 27-3741564
- Plan number
- 001
- Plan type
- 2
- Location
- Joliet, IL
- Latest filing year
- 2023
- Participants
- 3,881
- End-of-year plan assets
- $207,869,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,881 | H, C | 20241014144848NAL0013475859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,869,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,869,498
- Net assets (BOY)
- $181,619,454
Income & contributions
- Employer contributions
- $7,010,214
- Participant contributions
- $14,373,327
- Total contributions
- $22,397,687
- Total income / additions
- $51,281,508
Expenses & distributions
- Benefits paid
- $24,531,620
- Administrative expenses
- $404,611
- Total expenses
- $25,031,464
- Net increase / (decrease)
- $26,250,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $226,098 | $0 | 2023 |
| Pensionmark Financial Group LLC | NONE | $117,792 | not reported in the loaded dataset | 2023 |
| Hancock Askew Co., Llp | NONE | $51,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Filtration Group Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Joliet, IL
- Prudential Retirement Insurance And — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Hancock Askew Co., Llp — Schedule C compensation