Espec North America, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Espec North America, 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, Espec North America, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Espec North America, Inc. under EIN 13-3183033 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $17,378,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Espec North America, Inc.
- EIN
- 13-3183033
- Plan number
- 001
- Plan type
- 2
- Location
- Hudsonville, MI
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $17,378,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20240916141150NAL0002947760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,378,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,378,948
- Net assets (BOY)
- $14,191,980
Income & contributions
- Employer contributions
- $265,918
- Participant contributions
- $1,224,149
- Total contributions
- $1,504,632
- Total income / additions
- $3,975,235
Expenses & distributions
- Benefits paid
- $726,193
- Administrative expenses
- $62,074
- Total expenses
- $788,267
- Net increase / (decrease)
- $3,186,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,793 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $22,977 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Espec North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Hudsonville, MI
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation