Perfetti Van Melle, Inc. 401(K) Plan And Trust — Form 5500 plan (Perfetti Van Melle Usa Inc.)
Plain-English plan 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, Perfetti Van Melle, Inc. 401(K) Plan And Trust is a benefit plan reported by Perfetti Van Melle Usa Inc. under EIN 04-2493964 and plan number 002. The latest loaded filing year is 2023. The filing reports 701 participants and $73,301,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perfetti Van Melle Usa Inc.
- EIN
- 04-2493964
- Plan number
- 002
- Plan type
- 2
- Location
- Erlanger, KY
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $73,301,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20241015085726NAL0027883201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,301,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,301,716
- Net assets (BOY)
- $47,337,269
Income & contributions
- Employer contributions
- $3,213,655
- Participant contributions
- $4,317,276
- Total contributions
- $13,822,435
- Total income / additions
- $23,252,457
Expenses & distributions
- Benefits paid
- $3,368,181
- Administrative expenses
- $23,081
- Total expenses
- $3,403,310
- Net increase / (decrease)
- $19,849,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horan Securities Inc | OTHER SERVICES | $0 | $31,283 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,081 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perfetti Van Melle Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Erlanger, KY
- Horan Securities Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation