Emr Usa Retirement Savings Plan — Form 5500 plan (Emr (Usa Holdings) 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, Emr Usa Retirement Savings Plan is a benefit plan reported by Emr (Usa Holdings) Inc. under EIN 14-1976472 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,007 participants and $74,210,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emr (Usa Holdings) Inc.
EIN
14-1976472
Plan number
001
Plan type
3
Location
Metairie, LA
Latest filing year
2023
Participants
2,007
End-of-year plan assets
$74,210,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,007H, C20241015124401NAL0016418387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,210,141
Total liabilities (EOY)
$24,661
Net assets (EOY)
$74,185,480
Net assets (BOY)
$61,215,820

Income & contributions

Employer contributions
$2,899,649
Participant contributions
$4,894,685
Total contributions
$8,137,020
Total income / additions
$17,702,596

Expenses & distributions

Benefits paid
$4,510,532
Administrative expenses
$222,035
Total expenses
$4,732,936
Net increase / (decrease)
$12,969,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$221,935not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$34$02023

Related Form 5500 pages