2023 Form 5500 filing — The Oilgear Company Retirement 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 20241014110850NAL0013181731001) for The Oilgear Company Retirement Plan, reported by The Oilgear Company under EIN 39-0514580 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110850NAL0013181731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Oilgear Company
- EIN
- 39-0514580
- Plan number
- 001
- Location
- Traverse City, MI
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,689,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,689,110
- Employer contributions
- $377,000
- Total income / additions
- $1,770,616
- Benefits paid
- $1,832,726
- Administrative expenses
- $319,580
- Total expenses
- $2,152,306
- Net increase / (decrease)
- -$381,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inst Asset Mgmt | INVEST ADVISORY | $49,014 | not reported in the loaded dataset |
| Fidelity Invst Inst Ops | ADMIN FEES | $32,702 | not reported in the loaded dataset |