Cattron North America 401(K) Plan — Form 5500 plan (Cattron North America)
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, Cattron North America 401(K) Plan is a benefit plan reported by Cattron North America under EIN 25-1528651 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $18,167,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cattron North America
- EIN
- 25-1528651
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, OH
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $18,167,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241007132553NAL0007615139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,167,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,167,606
- Net assets (BOY)
- $15,130,039
Income & contributions
- Employer contributions
- $292,885
- Participant contributions
- $937,195
- Total contributions
- $1,230,080
- Total income / additions
- $3,880,771
Expenses & distributions
- Benefits paid
- $783,103
- Administrative expenses
- $60,101
- Total expenses
- $843,204
- Net increase / (decrease)
- $3,037,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $38,501 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,600 | $0 | 2023 |