2023 Form 5500 filing — Imerys 401(K) Plan For Bargaining Employees
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 20240915140913NAL0000434977001) for Imerys 401(K) Plan For Bargaining Employees, reported by Imerys Usa Inc. under EIN 23-2617050 and plan number 004. It reports 863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240915140913NAL0000434977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imerys Usa Inc.
- EIN
- 23-2617050
- Plan number
- 004
- Location
- Roswell, GA
- Participants
- 863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,891,134
- Net assets (EOY)
- $46,891,134
- Employer contributions
- $2,186,717
- Participant contributions
- $2,662,474
- Total income / additions
- $11,419,832
- Benefits paid
- $6,289,031
- Administrative expenses
- $79,403
- Total expenses
- $6,413,295
- Net increase / (decrease)
- $5,006,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $53,122 | not reported in the loaded dataset |
| Warren Averett LLC | NONE | $14,500 | not reported in the loaded dataset |
| Mercer (Us) Inc | NONE | $11,707 | not reported in the loaded dataset |