2023 Form 5500 filing — Bitzer Us, Inc. 401(K) Profit Sharing 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 20240918145451NAL0004742785001) for Bitzer Us, Inc. 401(K) Profit Sharing Plan, reported by Bitzer Us, Inc. under EIN 58-1345338 and plan number 002. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918145451NAL0004742785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bitzer Us, Inc.
- EIN
- 58-1345338
- Plan number
- 002
- Location
- Flowery Branch, GA
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,479,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,479,056
- Employer contributions
- $2,071,052
- Participant contributions
- $1,162,147
- Total income / additions
- $7,691,672
- Benefits paid
- $2,807,690
- Administrative expenses
- $65,177
- Total expenses
- $2,873,148
- Net increase / (decrease)
- $4,818,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $22,625 | not reported in the loaded dataset |
| Windham Brannon, P.C. | AUDITOR | $17,750 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,402 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,400 | not reported in the loaded dataset |