2023 Form 5500 filing — Hayward Industries, Inc. 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 20241015085752NAL0029072433001) for Hayward Industries, Inc. Retirement Plan, reported by Hayward Industries, Inc. under EIN 22-1715653 and plan number 002. It reports 2,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085752NAL0029072433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hayward Industries, Inc.
- EIN
- 22-1715653
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 2,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,600,508
- Total liabilities (EOY)
- $75,000
- Net assets (EOY)
- $189,525,508
- Employer contributions
- $5,861,864
- Participant contributions
- $8,956,666
- Total income / additions
- $48,850,587
- Benefits paid
- $22,169,310
- Administrative expenses
- $113,656
- Total expenses
- $22,316,320
- Net increase / (decrease)
- $26,534,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $61,879 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$53,191 | $0 |