Lectra Usa 401(K) Plan — Form 5500 plan (Gerber Scientific LLC)
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, Lectra Usa 401(K) Plan is a benefit plan reported by Gerber Scientific LLC under EIN 06-0640743 and plan number 002. The latest loaded filing year is 2023. The filing reports 677 participants and $114,280,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerber Scientific LLC
- EIN
- 06-0640743
- Plan number
- 002
- Plan type
- 2
- Location
- Tolland, CT
- Latest filing year
- 2023
- Participants
- 677
- End-of-year plan assets
- $114,280,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 677 | H, C | 20240724090530NAL0007307747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,280,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,280,837
- Net assets (BOY)
- $101,253,504
Income & contributions
- Employer contributions
- $1,170,495
- Participant contributions
- $3,654,517
- Total contributions
- $4,826,671
- Total income / additions
- $23,500,067
Expenses & distributions
- Benefits paid
- $10,500,538
- Administrative expenses
- -$20,173
- Total expenses
- $10,472,734
- Net increase / (decrease)
- $13,027,333
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,797 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $23,680 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $10,944 | not reported in the loaded dataset | 2023 |