Fristam Pumps Usa, Limited Partnership Retirement Savings Plan — Form 5500 plan (Fristam Pumps Usa, Limited Partnership)
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, Fristam Pumps Usa, Limited Partnership Retirement Savings Plan is a benefit plan reported by Fristam Pumps Usa, Limited Partnership under EIN 39-1263235 and plan number 003. The latest loaded filing year is 2023. The filing reports 140 participants and $20,200,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fristam Pumps Usa, Limited Partnership
- EIN
- 39-1263235
- Plan number
- 003
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $20,200,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241011112121NAL0012417923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,200,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,200,879
- Net assets (BOY)
- $16,315,646
Income & contributions
- Employer contributions
- $138,275
- Participant contributions
- $788,173
- Total contributions
- $963,973
- Total income / additions
- $4,391,769
Expenses & distributions
- Benefits paid
- $450,026
- Administrative expenses
- $45,095
- Total expenses
- $506,536
- Net increase / (decrease)
- $3,885,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $34,768 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,343 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,134 | not reported in the loaded dataset | 2023 |
| Map Retirement | CONTRACT ADMIN | $1,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fristam Pumps Usa, Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Middleton, WI
- Ameriprise Financial Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Map Retirement — Schedule C compensation