Fluidmaster, Inc. Savings Plan — Form 5500 plan (Fluidmaster, 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, Fluidmaster, Inc. Savings Plan is a benefit plan reported by Fluidmaster, Inc. under EIN 95-1942465 and plan number 003. The latest loaded filing year is 2023. The filing reports 217 participants and $49,110,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fluidmaster, Inc.
- EIN
- 95-1942465
- Plan number
- 003
- Plan type
- 2
- Location
- San Juan Capistrano, CA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $49,110,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241015090536NAL0016027459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,110,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,110,748
- Net assets (BOY)
- $46,079,984
Income & contributions
- Employer contributions
- $1,406,890
- Participant contributions
- $1,421,598
- Total contributions
- $3,136,149
- Total income / additions
- $9,106,497
Expenses & distributions
- Benefits paid
- $5,990,183
- Administrative expenses
- $85,550
- Total expenses
- $6,075,733
- Net increase / (decrease)
- $3,030,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | INVESTMENT ADVISOR | $119,785 | $0 | 2023 |
| Ascensus | OTHER | $8,255 | $8,600 | 2023 |
| Marcum Llp | AUDITOR | $14,420 | not reported in the loaded dataset | 2023 |
| Cps Employer Benefits Ins Solutions | INVESTMENT ADVISOR | $14,017 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $10,520 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,677 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fluidmaster, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Juan Capistrano, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Cps Employer Benefits Ins Solutions — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation