2023 Form 5500 filing — Metrohm Usa, Inc. And Its Affiliated Companies 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 20241120114717NAL0003585793001) for Metrohm Usa, Inc. And Its Affiliated Companies 401(K) Plan, reported by Brinkmann Instruments, Inc. Dba Metrohm Usa, Inc. under EIN 26-0130818 and plan number 001. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120114717NAL0003585793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brinkmann Instruments, Inc. Dba Metrohm Usa, Inc.
- EIN
- 26-0130818
- Plan number
- 001
- Location
- Riverview, FL
- Participants
- 474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,069,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,069,432
- Employer contributions
- $1,525,420
- Participant contributions
- $3,328,201
- Total income / additions
- $13,015,282
- Benefits paid
- $3,144,550
- Administrative expenses
- $85,313
- Total expenses
- $3,229,863
- Net increase / (decrease)
- $9,785,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $56,101 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $14,798 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,694 | not reported in the loaded dataset |