2023 Form 5500 filing — Schlage Lock Company LLC Employee Savings Plan For Bargained Employees

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 20241015115005NAL0057317682001) for Schlage Lock Company LLC Employee Savings Plan For Bargained Employees, reported by Schlage Lock Company LLC under EIN 54-2139412 and plan number 003. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14MReported net assets$13,962,971
Participants568
Provider compensation$6.8K1 Schedule C row(s)$6,751
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115005NAL0057317682001
Plan sponsor
Schlage Lock Company LLC
EIN
54-2139412
Plan number
003
Location
Carmel, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$728K
Participant$785.7K
Full reported line items
Total assets (EOY)
$13,962,971
Total liabilities (EOY)
$0
Net assets (EOY)
$13,962,971
Employer contributions
$728,014
Participant contributions
$785,659
Total income / additions
$3,599,738
Benefits paid
$2,335,159
Administrative expenses
$6,751
Total expenses
$2,341,910
Net increase / (decrease)
$1,257,828

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$6,751not reported in the loaded dataset

Related Form 5500 pages