Evenflo Company, Inc. Savings Plus Plan — Form 5500 plan (Evenflo Company, 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, Evenflo Company, Inc. Savings Plus Plan is a benefit plan reported by Evenflo Company, Inc. under EIN 31-1360477 and plan number 002. The latest loaded filing year is 2023. The filing reports 658 participants and $39,266,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evenflo Company, Inc.
EIN
31-1360477
Plan number
002
Plan type
2
Location
Miamisburg, OH
Latest filing year
2023
Participants
658
End-of-year plan assets
$39,266,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023658H, C20241014142136NAL0026395505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,266,183
Net assets (EOY)
$39,266,183
Net assets (BOY)
$34,151,599

Income & contributions

Employer contributions
$821,339
Participant contributions
$2,516,948
Total contributions
$4,426,837
Total income / additions
$10,899,623

Expenses & distributions

Benefits paid
$5,690,891
Administrative expenses
$97,265
Total expenses
$5,788,156
Net increase / (decrease)
$5,111,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$68,561not reported in the loaded dataset2023
Usi Advisors IncNONE$28,714not reported in the loaded dataset2023

Related Form 5500 pages