2023 Form 5500 filing — Espec North America, Inc. 401(K) 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 20240916141150NAL0002947760001) for Espec North America, Inc. 401(K) Retirement Savings Plan, reported by Espec North America, Inc. under EIN 13-3183033 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916141150NAL0002947760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Espec North America, Inc.
- EIN
- 13-3183033
- Plan number
- 001
- Location
- Hudsonville, MI
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,378,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,378,948
- Employer contributions
- $265,918
- Participant contributions
- $1,224,149
- Total income / additions
- $3,975,235
- Benefits paid
- $726,193
- Administrative expenses
- $62,074
- Total expenses
- $788,267
- Net increase / (decrease)
- $3,186,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,793 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $22,977 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,304 | not reported in the loaded dataset |