Datalogic 401(K) Plan — Form 5500 plan (Datalogic 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, Datalogic 401(K) Plan is a benefit plan reported by Datalogic Usa, Inc. under EIN 16-0969362 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $94,281,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Datalogic Usa, Inc.
EIN
16-0969362
Plan number
001
Plan type
2
Location
Eugene, OR
Latest filing year
2023
Participants
722
End-of-year plan assets
$94,281,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023722H, C20241008175605NAL0008636195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,281,399
Total liabilities (EOY)
$0
Net assets (EOY)
$94,281,399
Net assets (BOY)
$84,073,705

Income & contributions

Employer contributions
$1,316,100
Participant contributions
$3,751,089
Total contributions
$5,945,108
Total income / additions
$19,239,539

Expenses & distributions

Benefits paid
$8,774,007
Administrative expenses
$257,838
Total expenses
$9,031,845
Net increase / (decrease)
$10,207,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments, LLCINVESTMENT ADVISOR$202,787not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$47,630$02023
Empower Advisory Group, LLCINVESTMENT MGMT$7,421not reported in the loaded dataset2023

Related Form 5500 pages