Imerys 401(K) Plan For Bargaining Employees — Form 5500 plan (Imerys 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, Imerys 401(K) Plan For Bargaining Employees is a benefit plan reported by Imerys Usa Inc. under EIN 23-2617050 and plan number 004. The latest loaded filing year is 2023. The filing reports 863 participants and $46,891,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imerys Usa Inc.
- EIN
- 23-2617050
- Plan number
- 004
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 863
- End-of-year plan assets
- $46,891,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 863 | H, C | 20240915140913NAL0000434977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,891,134
- Net assets (EOY)
- $46,891,134
- Net assets (BOY)
- $43,887,577
Income & contributions
- Employer contributions
- $2,186,717
- Participant contributions
- $2,662,474
- Total contributions
- $4,908,017
- Total income / additions
- $11,419,832
Expenses & distributions
- Benefits paid
- $6,289,031
- Administrative expenses
- $79,403
- Total expenses
- $6,413,295
- Net increase / (decrease)
- $5,006,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $53,122 | not reported in the loaded dataset | 2023 |
| Warren Averett LLC | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc | NONE | $11,707 | not reported in the loaded dataset | 2023 |