Hypertherm Associate Stock Ownership Plan — Form 5500 plan (Hypertherm, Inc.)

Plain-English plan 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, Hypertherm Associate Stock Ownership Plan is a benefit plan reported by Hypertherm, Inc. under EIN 02-0274267 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,880 participants and $1,041,097,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hypertherm, Inc.
EIN
02-0274267
Plan number
002
Plan type
2
Location
Hanover, NH
Latest filing year
2023
Participants
1,880
End-of-year plan assets
$1,041,097,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,880H, C20241010151130NAL0021313505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,041,097,337
Total liabilities (EOY)
$177,699,794
Net assets (EOY)
$863,397,543
Net assets (BOY)
$741,918,701

Income & contributions

Employer contributions
$6,731,356
Total contributions
$6,731,356
Total income / additions
$150,972,958

Expenses & distributions

Benefits paid
$24,082,384
Administrative expenses
$342,640
Total expenses
$29,494,116
Net increase / (decrease)
$121,478,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$338,684$02023
PrincipalRECORDKEEPER/BOOKKEEPER$338,339not reported in the loaded dataset2023
Commonwealth FinancialCONTRACT ADMINISTRATOR$14,138$182023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages