2023 Form 5500 filing — Oerlikon Usa 401(K) 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 20240925203935NAL0014974049001) for Oerlikon Usa 401(K) Plan, reported by Oerlikon Usa Holding, Inc. under EIN 95-2549713 and plan number 001. It reports 1,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925203935NAL0014974049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oerlikon Usa Holding, Inc.
- EIN
- 95-2549713
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 1,841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,242,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,242,668
- Employer contributions
- $4,994,648
- Participant contributions
- $8,950,357
- Total income / additions
- $47,647,732
- Benefits paid
- $15,049,491
- Administrative expenses
- $350,688
- Total expenses
- $15,401,796
- Net increase / (decrease)
- $32,245,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,357 | $0 |
| Onedigital Topco LLC | CONSULTANT | $112,292 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $38,602 | not reported in the loaded dataset |
| Hancock Askew & Co., Llp | ACCOUNTANT/AUDITOR | $30,500 | not reported in the loaded dataset |
| Resource Advisory LLC | CONSULTANT | $21,815 | not reported in the loaded dataset |