2023 Form 5500 filing — Superior Electric Great Lakes Company Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709072359NAL0013225025001) for Superior Electric Great Lakes Company Employee Stock Ownership Plan, reported by Superior Electric Great Lakes Company under EIN 31-1330769 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$113.1MReported net assets$113,078,074
Participants123
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240709072359NAL0013225025001
Plan sponsor
Superior Electric Great Lakes Company
EIN
31-1330769
Plan number
002
Location
Troy, MI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$116M total assets
Net assets$113.1MLiabilities$2.9M
Money in vs. money out
Total income / additions$16.8M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$194K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$115,998,853
Total liabilities (EOY)
$2,920,779
Net assets (EOY)
$113,078,074
Employer contributions
$194,041
Total income / additions
$16,814,577
Benefits paid
$1,455,230
Total expenses
$1,538,300
Net increase / (decrease)
$15,276,277

Related Form 5500 pages