Plan5500

Eppendorf North America, Inc. Profit Sharing Plan — Form 5500 plan (Eppendorf Holding, Incorporated)

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, Eppendorf North America, Inc. Profit Sharing Plan is a benefit plan reported by Eppendorf Holding, Incorporated under EIN 11-3521426 and plan number 003. The latest loaded filing year is 2023. The filing reports 435 participants and $35,812,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eppendorf Holding, Incorporated
EIN
11-3521426
Plan number
003
Plan type
2
Location
Enfield, CT
Latest filing year
2023
Participants
435
End-of-year plan assets
$35,812,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023435H, C20241001093612NAL0006562689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,812,007
Total liabilities (EOY)
$0
Net assets (EOY)
$35,812,007
Net assets (BOY)
$31,333,206

Income & contributions

Employer contributions
$1,976,093
Participant contributions
$0
Total contributions
$1,976,093
Total income / additions
$7,674,447

Expenses & distributions

Benefits paid
$3,157,275
Administrative expenses
$38,371
Total expenses
$3,195,646
Net increase / (decrease)
$4,478,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$36,750not reported in the loaded dataset2023

Related Form 5500 pages