North American Filtration And Subsidiaries 401(K) Plan — Form 5500 plan (North American Filtration Holdings 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, North American Filtration And Subsidiaries 401(K) Plan is a benefit plan reported by North American Filtration Holdings LLC under EIN 87-4393736 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $10,594,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Filtration Holdings LLC
- EIN
- 87-4393736
- Plan number
- 001
- Plan type
- 2
- Location
- Ramsey, NJ
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $10,594,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241013103048NAL0014003651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,594,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,594,690
- Net assets (BOY)
- $9,844,075
Income & contributions
- Employer contributions
- $63,391
- Participant contributions
- $654,575
- Total contributions
- $725,011
- Total income / additions
- $1,847,347
Expenses & distributions
- Benefits paid
- $1,044,118
- Administrative expenses
- $31,544
- Total expenses
- $1,096,732
- Net increase / (decrease)
- $750,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackridge Asset Management LLC | INVESTMENT/FINANCIAL ADVI | $20,780 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $10,556 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Filtration Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Ramsey, NJ
- Blackridge Asset Management LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation