2023 Form 5500 filing — Pepperl + Fuchs, Inc. Profit Sharing 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 20240829151157NAL0013259537001) for Pepperl + Fuchs, Inc. Profit Sharing Retirement Savings Plan, reported by Pepperl Fuchs, Inc. under EIN 34-1384534 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829151157NAL0013259537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepperl Fuchs, Inc.
- EIN
- 34-1384534
- Plan number
- 001
- Location
- Twinsburg, OH
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,068,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,068,005
- Employer contributions
- $1,161,704
- Participant contributions
- $3,180,922
- Total income / additions
- $10,733,483
- Benefits paid
- $2,573,802
- Administrative expenses
- $79,547
- Total expenses
- $2,653,349
- Net increase / (decrease)
- $8,080,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,546 | $0 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $30,900 |