Plan5500

The Oilgear Savings Plus 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 Savings Plus Plan is a benefit plan reported by The Oilgear Company under EIN 39-0514580 and plan number 003. The latest loaded filing year is 2023. The filing reports 230 participants and $0 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
003
Plan type
2
Location
Traverse City, MI
Latest filing year
2023
Participants
230
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241107184229NAL0011739201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$18,903,623

Income & contributions

Total contributions
$0
Total income / additions
$63

Expenses & distributions

Benefits paid
$175,222
Administrative expenses
$250
Total expenses
$131,329
Net increase / (decrease)
-$131,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$6,2522023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$250$02023

Related Form 5500 pages