H.D. Hudson Manufacturing Company Retirement Savings Plan — Form 5500 plan (H.D. Hudson Manufacturing Company)
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, H.D. Hudson Manufacturing Company Retirement Savings Plan is a benefit plan reported by H.D. Hudson Manufacturing Company under EIN 36-1243360 and plan number 010. The latest loaded filing year is 2023. The filing reports 120 participants and $5,141,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.D. Hudson Manufacturing Company
- EIN
- 36-1243360
- Plan number
- 010
- Plan type
- 2
- Location
- Lowell, MI
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $5,141,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241009105840NAL0010543667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,141,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,141,559
- Net assets (BOY)
- $5,926,079
Income & contributions
- Employer contributions
- $189,345
- Participant contributions
- $364,026
- Total contributions
- $553,371
- Total income / additions
- $1,349,268
Expenses & distributions
- Benefits paid
- $2,088,831
- Administrative expenses
- $44,957
- Total expenses
- $2,133,788
- Net increase / (decrease)
- -$784,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,957 | $0 | 2023 |
| Rehmann Financial Group LLC | INVESTMENT ADVISORY | $0 | $20,495 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H.D. Hudson Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lowell, MI
- Principal Life Insurance Company — Schedule C compensation
- Rehmann Financial Group LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation