2023 Form 5500 filing — Evenflo Company, Inc. Savings Plus 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 20241014142136NAL0026395505001) for Evenflo Company, Inc. Savings Plus Plan, reported by Evenflo Company, Inc. under EIN 31-1360477 and plan number 002. It reports 658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142136NAL0026395505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evenflo Company, Inc.
- EIN
- 31-1360477
- Plan number
- 002
- Location
- Miamisburg, OH
- Participants
- 658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,266,183
- Net assets (EOY)
- $39,266,183
- Employer contributions
- $821,339
- Participant contributions
- $2,516,948
- Total income / additions
- $10,899,623
- Benefits paid
- $5,690,891
- Administrative expenses
- $97,265
- Total expenses
- $5,788,156
- Net increase / (decrease)
- $5,111,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $68,561 | not reported in the loaded dataset |
| Usi Advisors Inc | NONE | $28,714 | not reported in the loaded dataset |