Amerilux International LLC 401(K) Profit Sharing Plan — Form 5500 plan (Amerilux International LLC)
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, Amerilux International LLC 401(K) Profit Sharing Plan is a benefit plan reported by Amerilux International LLC under EIN 20-1311437 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $3,469,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerilux International LLC
- EIN
- 20-1311437
- Plan number
- 001
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $3,469,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241010143532NAL0010141091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,469,226
- Total liabilities (EOY)
- $47,818
- Net assets (EOY)
- $3,421,408
- Net assets (BOY)
- $2,291,532
Income & contributions
- Employer contributions
- $78,945
- Participant contributions
- $403,314
- Total contributions
- $876,204
- Total income / additions
- $1,373,335
Expenses & distributions
- Benefits paid
- $220,345
- Administrative expenses
- $16,844
- Total expenses
- $243,459
- Net increase / (decrease)
- $1,129,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $8,595 | $0 | 2023 |
| Nicolet National Bank | NONE | $8,249 | not reported in the loaded dataset | 2023 |