Xylem Goulds Pumps Retirement Savings And Investment Plan — Form 5500 plan (Xylem 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, Xylem Goulds Pumps Retirement Savings And Investment Plan is a benefit plan reported by Xylem Inc. under EIN 45-2080495 and plan number 209. The latest loaded filing year is 2023. The filing reports 236 participants and $15,947,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xylem Inc.
EIN
45-2080495
Plan number
209
Plan type
2
Location
Rye Brook, NY
Latest filing year
2023
Participants
236
End-of-year plan assets
$15,947,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241015084438NAL0027859073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,947,990
Total liabilities (EOY)
$14,969
Net assets (EOY)
$15,933,021
Net assets (BOY)
$14,891,325

Income & contributions

Employer contributions
$230,718
Participant contributions
$701,588
Total contributions
$938,040
Total income / additions
$3,519,439

Expenses & distributions

Benefits paid
$2,440,447
Administrative expenses
$39,344
Total expenses
$2,477,743
Net increase / (decrease)
$1,041,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$10,987not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,901not reported in the loaded dataset2023
Crowe LlpACCOUNTANT/AUDITOR$6,531not reported in the loaded dataset2023

Related Form 5500 pages