2023 Form 5500 filing — Maxion Wheels 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 20240924144123NAL0026428450001) for Maxion Wheels Retirement Savings Plan, reported by Maxion Wheels U.S.A. LLC under EIN 30-0167742 and plan number 055. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924144123NAL0026428450001
Filing year
2023
Form type
2
Plan sponsor
Maxion Wheels U.S.A. LLC
EIN
30-0167742
Plan number
055
Location
Novi, MI
Participants
562
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$71,643,171
Total liabilities (EOY)
$0
Net assets (EOY)
$71,643,171
Employer contributions
$643,328
Participant contributions
$1,184,862
Total income / additions
$12,488,621
Benefits paid
$15,853,399
Administrative expenses
$20,444
Total expenses
$15,873,843
Net increase / (decrease)
-$3,385,222
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Company Of AmerNONE$10,474$0
T Rowe Price Rps IncNONE$5,160$0
Empower Advisory Group, LLCNONE$4,810not reported in the loaded dataset

Related Form 5500 pages