Poclain Hydraulics, Inc. Savings & Retirement Plan — Form 5500 plan (Poclain Hydraulics, 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, Poclain Hydraulics, Inc. Savings & Retirement Plan is a benefit plan reported by Poclain Hydraulics, Inc. under EIN 54-1083846 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $22,620,452 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Poclain Hydraulics, Inc.
EIN
54-1083846
Plan number
001
Plan type
2
Location
Sturtevant, WI
Latest filing year
2023
Participants
391
End-of-year plan assets
$22,620,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20241009163706NAL0009408195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,620,452
Total liabilities (EOY)
$0
Net assets (EOY)
$22,620,452
Net assets (BOY)
$19,751,958

Income & contributions

Employer contributions
$746,064
Participant contributions
$1,263,891
Total contributions
$2,181,172
Total income / additions
$5,234,486

Expenses & distributions

Benefits paid
$2,213,821
Administrative expenses
$67,324
Total expenses
$2,365,992
Net increase / (decrease)
$2,868,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$34,363not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$32,961$02023

Related Form 5500 pages