2023 Form 5500 filing — The Oilgear Savings Plus 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 20241107184229NAL0011739201001) for The Oilgear Savings Plus Plan, reported by The Oilgear Company under EIN 39-0514580 and plan number 003. It reports 230 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)$0Reported net assets
Participants230
Provider compensation$6.5K2 Schedule C row(s)$6,502
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241107184229NAL0011739201001
- Plan sponsor
- The Oilgear Company
- EIN
- 39-0514580
- Plan number
- 003
- Location
- Traverse City, MI
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $63
- Benefits paid
- $175,222
- Administrative expenses
- $250
- Total expenses
- $131,329
- Net increase / (decrease)
- -$131,266
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $6,252 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $250 | $0 |