The Oilgear Company Retirement Plan — Form 5500 plan (The Oilgear 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, The Oilgear Company Retirement Plan is a benefit plan reported by The Oilgear Company under EIN 39-0514580 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $14,689,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Oilgear Company
- EIN
- 39-0514580
- Plan number
- 001
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $14,689,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241014110850NAL0013181731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,689,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,689,110
- Net assets (BOY)
- $15,070,800
Income & contributions
- Employer contributions
- $377,000
- Total contributions
- $377,000
- Total income / additions
- $1,770,616
Expenses & distributions
- Benefits paid
- $1,832,726
- Administrative expenses
- $319,580
- Total expenses
- $2,152,306
- Net increase / (decrease)
- -$381,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inst Asset Mgmt | INVEST ADVISORY | $49,014 | not reported in the loaded dataset | 2023 |
| Fidelity Invst Inst Ops | ADMIN FEES | $32,702 | not reported in the loaded dataset | 2023 |