2023 Form 5500 filing — Culligan Soft Water Services Savings 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 20250326092127NAL0011230291001) for Culligan Soft Water Services Savings Plan, reported by Culligan Soft Water Service Company under EIN 41-0642507 and plan number 001. It reports 779 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)$61.6MReported net assets$61,590,712
Participants779
Provider compensation$21.8K1 Schedule C row(s)$21,792
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250326092127NAL0011230291001
Plan sponsor
Culligan Soft Water Service Company
EIN
41-0642507
Plan number
001
Location
Minnetonka, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$61.6M total assets
Net assets$61.6MLiabilities$0
Money in vs. money out
Total income / additions$14M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$1.6M
Participant$3M
Full reported line items
Total assets (EOY)
$61,590,712
Total liabilities (EOY)
$0
Net assets (EOY)
$61,590,712
Employer contributions
$1,576,962
Participant contributions
$2,950,896
Total income / additions
$14,043,395
Benefits paid
$3,927,626
Administrative expenses
$21,792
Total expenses
$3,955,158
Net increase / (decrease)
$10,088,237
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $21.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250326092127NAL0011230291001 cover?
It is the 2023 Form 5500 filing for Culligan Soft Water Services Savings Plan, reported by Culligan Soft Water Service Company (EIN 41-0642507).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages