Pepperl + Fuchs, Inc. Profit Sharing Retirement Savings Plan — Form 5500 plan (Pepperl Fuchs, 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, Pepperl + Fuchs, Inc. Profit Sharing Retirement Savings Plan is a benefit plan reported by Pepperl Fuchs, Inc. under EIN 34-1384534 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $51,068,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepperl Fuchs, Inc.
EIN
34-1384534
Plan number
001
Plan type
2
Location
Twinsburg, OH
Latest filing year
2023
Participants
447
End-of-year plan assets
$51,068,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20240829151157NAL0013259537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,068,005
Total liabilities (EOY)
$0
Net assets (EOY)
$51,068,005
Net assets (BOY)
$42,987,871

Income & contributions

Employer contributions
$1,161,704
Participant contributions
$3,180,922
Total contributions
$4,510,494
Total income / additions
$10,733,483

Expenses & distributions

Benefits paid
$2,573,802
Administrative expenses
$79,547
Total expenses
$2,653,349
Net increase / (decrease)
$8,080,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$79,546$02023
Usi Advisors, Inc.INVESTMENT ADVISORY$0$30,9002023

Related Form 5500 pages