Halron Lubricants Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Halron Lubricants 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, Halron Lubricants Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Halron Lubricants Inc. under EIN 39-1035807 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $11,646,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halron Lubricants Inc.
- EIN
- 39-1035807
- Plan number
- 002
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $11,646,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240624141809NAL0006508097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,646,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,646,152
- Net assets (BOY)
- $9,441,933
Income & contributions
- Employer contributions
- $301,312
- Participant contributions
- $696,466
- Total contributions
- $997,778
- Total income / additions
- $2,700,867
Expenses & distributions
- Benefits paid
- $437,769
- Administrative expenses
- $58,879
- Total expenses
- $496,648
- Net increase / (decrease)
- $2,204,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Advisory Service | INVESTMENT ADVISOR | $44,563 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $14,316 | $0 | 2023 |