Plan5500

Retirement Plan For Bargaining Unit Employees Of Landis+Gyr — Form 5500 plan (Landis+Gyr Technology, 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, Retirement Plan For Bargaining Unit Employees Of Landis+Gyr is a benefit plan reported by Landis+Gyr Technology, Inc. under EIN 20-1399908 and plan number 006. The latest loaded filing year is 2023. The filing reports 330 participants and $13,209,563 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,209,563
Participants330Covered participants reported
Assets / participant$40KComputed: assets ÷ participants$40,029 (computed)
Provider compensation$118K3 Schedule C provider row(s)$118,000
Plan sponsor
Landis+Gyr Technology, Inc.
EIN
20-1399908
Plan number
006
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    330 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$1M
Full reported line items

Net assets

Total assets (EOY)
$13,209,563
Total liabilities (EOY)
$0
Net assets (EOY)
$13,209,563
Net assets (BOY)
$13,045,770

Income & contributions

Total contributions
$0
Total income / additions
$1,342,659

Expenses & distributions

Benefits paid
$1,020,562
Administrative expenses
$158,304
Total expenses
$1,178,866
Net increase / (decrease)
$163,793
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income76%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$102.5K
    CONTRACT ADMINISTRATOR · Direct $102.5K · Indirect $0
  2. 2
    Kruggel, Lawton & Co LLC$14K
    ACCOUNTANT · Direct $14K
  3. 3
    Principal Global Investors LLC$1.5K
    INVESTMENT ADVISORY · Direct $0 · Indirect $1.5K

Related Form 5500 pages