Metrohm Usa, Inc. And Its Affiliated Companies 401(K) Plan — Form 5500 plan (Brinkmann Instruments, Inc. Dba Metrohm 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, Metrohm Usa, Inc. And Its Affiliated Companies 401(K) Plan is a benefit plan reported by Brinkmann Instruments, Inc. Dba Metrohm Usa, Inc. under EIN 26-0130818 and plan number 001. The latest loaded filing year is 2023. The filing reports 474 participants and $49,069,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brinkmann Instruments, Inc. Dba Metrohm Usa, Inc.
- EIN
- 26-0130818
- Plan number
- 001
- Plan type
- 2
- Location
- Riverview, FL
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $49,069,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20241120114717NAL0003585793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,069,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,069,432
- Net assets (BOY)
- $39,284,013
Income & contributions
- Employer contributions
- $1,525,420
- Participant contributions
- $3,328,201
- Total contributions
- $5,552,581
- Total income / additions
- $13,015,282
Expenses & distributions
- Benefits paid
- $3,144,550
- Administrative expenses
- $85,313
- Total expenses
- $3,229,863
- Net increase / (decrease)
- $9,785,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $56,101 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $14,798 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,694 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brinkmann Instruments, Inc. Dba Metrohm Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Riverview, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation