2023 Form 5500 filing — Ge Appliances Pension 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 20240930092536NAL0005519617001) for Ge Appliances Pension Plan, reported by Haier Us Appliance Solutions, Inc under EIN 81-1692501 and plan number 003. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.2MReported net assets$12,248,573
Participants316
Provider compensation$93K2 Schedule C row(s)$93,033
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930092536NAL0005519617001
Plan sponsor
Haier Us Appliance Solutions, Inc
EIN
81-1692501
Plan number
003
Location
Louisville, KY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.3M total assets
Net assets$12.2MLiabilities$3.2K
Money in vs. money out
Total income / additions$2.6M
Total expenses$4.6M
Benefits paid / distributions$4.3M
Contributions
Employer$1.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$12,251,760
Total liabilities (EOY)
$3,187
Net assets (EOY)
$12,248,573
Employer contributions
$1,620,608
Total income / additions
$2,636,006
Benefits paid
$4,304,090
Administrative expenses
$329,401
Total expenses
$4,633,491
Net increase / (decrease)
-$1,997,485

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners, LLCNONE$48,033not reported in the loaded dataset
Slc Capital Management (U.S.) LLCNONE$45,000not reported in the loaded dataset

Related Form 5500 pages