2023 Form 5500 filing — Swarovski Optik North America Retirement Savings 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 20240710152738NAL0017114641001) for Swarovski Optik North America Retirement Savings Plan, reported by Swarovski Optik North America, Ltd. under EIN 05-0456859 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.6MReported net assets$14,641,262
Participants120
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710152738NAL0017114641001
Plan sponsor
Swarovski Optik North America, Ltd.
EIN
05-0456859
Plan number
001
Location
Cranston, RI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$99.1K
Benefits paid / distributions$66.3K
Contributions
Employer$380.5K
Participant$708.7K
Full reported line items
Total assets (EOY)
$14,641,262
Total liabilities (EOY)
$0
Net assets (EOY)
$14,641,262
Employer contributions
$380,533
Participant contributions
$708,670
Total income / additions
$2,992,409
Benefits paid
$66,340
Administrative expenses
$32,771
Total expenses
$99,111
Net increase / (decrease)
$2,893,298

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710152738NAL0017114641001 cover?
It is the 2023 Form 5500 filing for Swarovski Optik North America Retirement Savings Plan, reported by Swarovski Optik North America, Ltd. (EIN 05-0456859).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages