2023 Form 5500 filing — Fronius 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 20241015103612NAL0029271777001) for Fronius Usa 401(K) Plan, reported by Fronius Usa, LLC under EIN 26-0036744 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103612NAL0029271777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fronius Usa, LLC
- EIN
- 26-0036744
- Plan number
- 001
- Location
- Portage, IN
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,824,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,824,382
- Employer contributions
- $297,858
- Participant contributions
- $531,341
- Total income / additions
- $1,564,758
- Benefits paid
- $206,359
- Administrative expenses
- $27,704
- Total expenses
- $234,063
- Net increase / (decrease)
- $1,330,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $26,375 | $0 |
| Barclay Planning Group | SERVICE PROVIDER | $1,329 | not reported in the loaded dataset |