Halton Group Americas Inc. 401k Plan — Form 5500 plan (Halton Group Americas 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, Halton Group Americas Inc. 401k Plan is a benefit plan reported by Halton Group Americas Inc. under EIN 20-2371429 and plan number 001. The latest loaded filing year is 2023. The filing reports 583 participants and $17,568,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halton Group Americas Inc.
- EIN
- 20-2371429
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsville, KY
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $17,568,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20250724121838NAL0011413154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,568,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,568,465
- Net assets (BOY)
- $13,546,221
Income & contributions
- Employer contributions
- $932,873
- Participant contributions
- $1,610,149
- Total contributions
- $2,543,022
- Total income / additions
- $5,051,320
Expenses & distributions
- Benefits paid
- $552,588
- Administrative expenses
- $476,488
- Total expenses
- $1,029,076
- Net increase / (decrease)
- $4,022,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $413,636 | not reported in the loaded dataset | 2023 |
| Robert W Baird And Co Inc | NONE | $60,746 | $0 | 2023 |