Hultafors Group North America 401(K) Plan — Form 5500 plan (Hultafors Group Us Holdco LLC)
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, Hultafors Group North America 401(K) Plan is a benefit plan reported by Hultafors Group Us Holdco LLC under EIN 38-4080874 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $10,442,762 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.4MPlan net assets, end of year$10,442,762
Participants160Covered participants reported
Assets / participant$65.3KComputed: assets ÷ participants$65,267 (computed)
Provider compensation$20.4K4 Schedule C provider row(s)$20,383
- Plan sponsor
- Hultafors Group Us Holdco LLC
- EIN
- 38-4080874
- Plan number
- 002
- Plan type
- 2
- Location
- Mequon, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241015133514NAL0016502803001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,442,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,442,762
- Net assets (BOY)
- $3,480,582
Income & contributions
- Employer contributions
- $252,425
- Participant contributions
- $523,446
- Total contributions
- $953,671
- Total income / additions
- $2,067,371
Expenses & distributions
- Benefits paid
- $895,407
- Administrative expenses
- $19,544
- Total expenses
- $919,017
- Net increase / (decrease)
- $1,148,354
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTEMENT ADVISOR | $13,498 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $6,233 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $652 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPING | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hultafors Group Us Holdco LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mequon, WI
- Commonwealth Equity Services LLC Db — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation