2023 Form 5500 filing — Dorel U.S.A. Associates 401(K) Retirement 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 20241002134431NAL0004045667001) for Dorel U.S.A. Associates 401(K) Retirement Plan, reported by Dorel U.S.A., Inc. under EIN 35-1851471 and plan number 013. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002134431NAL0004045667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dorel U.S.A., Inc.
- EIN
- 35-1851471
- Plan number
- 013
- Location
- Columbus, IN
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,148,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,148,024
- Employer contributions
- $174,633
- Participant contributions
- $392,090
- Total income / additions
- $2,005,358
- Benefits paid
- $1,635,338
- Administrative expenses
- $23,010
- Total expenses
- $1,707,253
- Net increase / (decrease)
- $298,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $18,183 | $0 |
| Blue & Co LLC | OTHER | $3,500 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | OTHER | $1,322 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $5 | not reported in the loaded dataset |