Cutco Cutlery Corporation Hourly Savings Plan — Form 5500 plan (Cutco Cutlery Corporation)
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, Cutco Cutlery Corporation Hourly Savings Plan is a benefit plan reported by Cutco Cutlery Corporation under EIN 16-1375641 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $71,816,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cutco Cutlery Corporation
- EIN
- 16-1375641
- Plan number
- 001
- Plan type
- 2
- Location
- Olean, NY
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $71,816,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20241206091446NAL0006822545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,816,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,816,658
- Net assets (BOY)
- $58,560,672
Income & contributions
- Employer contributions
- $2,170,718
- Participant contributions
- $1,938,211
- Total contributions
- $4,108,929
- Total income / additions
- $18,219,712
Expenses & distributions
- Benefits paid
- $4,820,363
- Administrative expenses
- $101,355
- Total expenses
- $4,930,552
- Net increase / (decrease)
- $13,289,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $46,424 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $45,475 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | NONE | $9,206 | $0 | 2023 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cutco Cutlery Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Olean, NY
- Morgan Stanley — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation