Haulotte Bil-Jax Retirement Savings Investment Plan — Form 5500 plan (Bil-Jax, 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, Haulotte Bil-Jax Retirement Savings Investment Plan is a benefit plan reported by Bil-Jax, Inc. under EIN 34-4414138 and plan number 004. The latest loaded filing year is 2023. The filing reports 346 participants and $12,684,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bil-Jax, Inc.
EIN
34-4414138
Plan number
004
Plan type
2
Location
Archbold, OH
Latest filing year
2023
Participants
346
End-of-year plan assets
$12,684,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20250117070056NAL0024694321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,684,206
Total liabilities (EOY)
$0
Net assets (EOY)
$12,684,206
Net assets (BOY)
$11,335,715

Income & contributions

Employer contributions
$457,768
Participant contributions
$706,695
Total contributions
$1,181,218
Total income / additions
$2,821,342

Expenses & distributions

Benefits paid
$1,394,622
Administrative expenses
$78,229
Total expenses
$1,472,851
Net increase / (decrease)
$1,348,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$49,216not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$28,173$02023
Fifth Third BankOTHER$840not reported in the loaded dataset2023

Related Form 5500 pages