Plan5500

Sulzer Pumps (Us) Inc. Master Trust — Form 5500 plan (Sulzer Pumps (Us) 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, Sulzer Pumps (Us) Inc. Master Trust is a benefit plan reported by Sulzer Pumps (Us) Inc. under EIN 94-3007659 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $47,454,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sulzer Pumps (Us) Inc.
EIN
94-3007659
Plan number
004
Plan type
4
Location
Houston, TX
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$47,454,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241016181044NAL0051742656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,454,786
Total liabilities (EOY)
$0
Net assets (EOY)
$47,454,786
Net assets (BOY)
$45,955,927

Income & contributions

Total contributions
$0
Total income / additions
$5,355,180

Expenses & distributions

Benefits paid
$0
Administrative expenses
$809,647
Total expenses
$809,647
Net increase / (decrease)
$4,545,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrincipalNONE$50,630not reported in the loaded dataset2023
The Monroe Vos Consulting Group IncNONE$37,500not reported in the loaded dataset2023
Garcia Hamilton & Associates, LpNONE$19,609not reported in the loaded dataset2023
Capfinancial Partners LLCNONE$12,500not reported in the loaded dataset2023

Related Form 5500 pages