2023 Form 5500 filing — Hydroform Usa, Inc. Profit Sharing Plan And Trust

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 20241009165423NAL0018783217001) for Hydroform Usa, Inc. Profit Sharing Plan And Trust, reported by Hydroform Usa, Inc. under EIN 95-3767134 and plan number 001. It reports 150 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)$6.3MReported net assets$6,317,330
Participants150
Provider compensation$33.7K2 Schedule C row(s)$33,725
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009165423NAL0018783217001
Plan sponsor
Hydroform Usa, Inc.
EIN
95-3767134
Plan number
001
Location
Carson, CA
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)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$399.5K
Benefits paid / distributions$365.3K
Contributions
EmployerNot reported
Participant$306.6K
Full reported line items
Total assets (EOY)
$6,317,330
Total liabilities (EOY)
$0
Net assets (EOY)
$6,317,330
Participant contributions
$306,556
Total income / additions
$1,109,977
Benefits paid
$365,275
Administrative expenses
$33,725
Total expenses
$399,495
Net increase / (decrease)
$710,482

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRECORDKEEPER$20,000$0
United Planners Financial ServicesADVISOR$13,725not reported in the loaded dataset

Related Form 5500 pages