Hydraulic Controls, Inc. 401(K) Plan — Form 5500 plan (Hydraulic Controls, 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, Hydraulic Controls, Inc. 401(K) Plan is a benefit plan reported by Hydraulic Controls, Inc. under EIN 93-0702234 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $19,936,756 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.9MPlan net assets, end of year$19,936,756
Participants215Covered participants reported
Assets / participant$92.7KComputed: assets ÷ participants$92,729 (computed)
Provider compensation$62.7K3 Schedule C provider row(s)$62,662
Plan sponsor
Hydraulic Controls, Inc.
EIN
93-0702234
Plan number
002
Plan type
2
Location
Concord, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241008061942NAL0008147491001
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.

Reported balance (end of year)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$3.7M
Benefits paid / distributions$3.7M
Contributions
Employer$296K
Participant$831.2K
Full reported line items

Net assets

Total assets (EOY)
$19,936,756
Total liabilities (EOY)
$0
Net assets (EOY)
$19,936,756
Net assets (BOY)
$19,349,926

Income & contributions

Employer contributions
$295,957
Participant contributions
$831,181
Total contributions
$1,274,195
Total income / additions
$4,331,528

Expenses & distributions

Benefits paid
$3,680,027
Administrative expenses
$51,324
Total expenses
$3,744,698
Net increase / (decrease)
$586,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$23,826$11,3392023
Adp, Inc.RECORD KEEPER$27,497$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages