The Oilgear Savings Plus Plan — Form 5500 plan (The Oilgear Company)
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, The Oilgear Savings Plus Plan is a benefit plan reported by The Oilgear Company under EIN 39-0514580 and plan number 003. The latest loaded filing year is 2023. The filing reports 230 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants230Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$6.5K2 Schedule C provider row(s)$6,502
- Plan sponsor
- The Oilgear Company
- EIN
- 39-0514580
- Plan number
- 003
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241107184229NAL0011739201001 |
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.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $18,903,623
Income & contributions
- Total contributions
- $0
- Total income / additions
- $63
Expenses & distributions
- Benefits paid
- $175,222
- Administrative expenses
- $250
- Total expenses
- $131,329
- Net increase / (decrease)
- -$131,266
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.
Benefits paid ÷ total income278130%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $6,252 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $250 | $0 | 2023 |