2023 Form 5500 filing — Power/Mation Division, Inc. Employee Retirement Profit Sharing 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 20250806112142NAL0001679939001) for Power/Mation Division, Inc. Employee Retirement Profit Sharing Plan, reported by Power/Mation Division, Inc. under EIN 41-0848859 and plan number 002. It reports 269 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)$32.5MReported net assets$32,526,118
Participants269
Provider compensation$1.7K2 Schedule C row(s)$1,710
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250806112142NAL0001679939001
Plan sponsor
Power/Mation Division, Inc.
EIN
41-0848859
Plan number
002
Location
St. Paul, 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)$32.5M total assets
Net assets$32.5MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$5.4M
Benefits paid / distributions$5.4M
Contributions
Employer$444.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$32,526,118
Total liabilities (EOY)
$0
Net assets (EOY)
$32,526,118
Employer contributions
$444,945
Participant contributions
$1,196,004
Total income / additions
$10,127,851
Benefits paid
$5,412,020
Administrative expenses
$1,710
Total expenses
$5,413,730
Net increase / (decrease)
$4,714,121
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $20.6K
  2. 2
    RECORDKEEPER · Direct -$18.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250806112142NAL0001679939001 cover?
It is the 2023 Form 5500 filing for Power/Mation Division, Inc. Employee Retirement Profit Sharing Plan, reported by Power/Mation Division, Inc. (EIN 41-0848859).
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