2023 Form 5500 filing — Halron Lubricants Inc. 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624141809NAL0006508097001) for Halron Lubricants Inc. 401(K) Retirement Savings Plan, reported by Halron Lubricants Inc. under EIN 39-1035807 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624141809NAL0006508097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halron Lubricants Inc.
- EIN
- 39-1035807
- Plan number
- 002
- Location
- Green Bay, WI
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,646,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,646,152
- Employer contributions
- $301,312
- Participant contributions
- $696,466
- Total income / additions
- $2,700,867
- Benefits paid
- $437,769
- Administrative expenses
- $58,879
- Total expenses
- $496,648
- Net increase / (decrease)
- $2,204,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Advisory Service | INVESTMENT ADVISOR | $44,563 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $14,316 | $0 |