Melitta 401(K) Plan — Form 5500 plan (Melitta North America, 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, Melitta 401(K) Plan is a benefit plan reported by Melitta North America, Inc. under EIN 22-1732130 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $24,126,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Melitta North America, Inc.
- EIN
- 22-1732130
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $24,126,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20241015085337NAL0016012115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,126,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,126,140
- Net assets (BOY)
- $20,633,970
Income & contributions
- Employer contributions
- $714,507
- Participant contributions
- $1,183,236
- Total contributions
- $2,013,049
- Total income / additions
- $5,334,144
Expenses & distributions
- Benefits paid
- $1,750,907
- Administrative expenses
- $26,195
- Total expenses
- $1,841,974
- Net increase / (decrease)
- $3,492,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Waverly Advisors LLC | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Warren Averett, LLC | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,195 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Melitta North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Waverly Advisors LLC — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation