Endress+Hauser Inc. Employees 401k/Retirement Savings Plan — Form 5500 plan (Endress+Hauser 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, Endress+Hauser Inc. Employees 401k/Retirement Savings Plan is a benefit plan reported by Endress+Hauser Inc. under EIN 35-1315726 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,203 participants and $135,188,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Endress+Hauser Inc.
- EIN
- 35-1315726
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, IN
- Latest filing year
- 2023
- Participants
- 1,203
- End-of-year plan assets
- $135,188,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,203 | H, C | 20241007103345NAL0008790883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,188,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,188,876
- Net assets (BOY)
- $112,778,981
Income & contributions
- Employer contributions
- $5,324,023
- Participant contributions
- $7,634,863
- Total contributions
- $14,523,788
- Total income / additions
- $33,444,670
Expenses & distributions
- Benefits paid
- $10,962,182
- Administrative expenses
- $25,114
- Total expenses
- $11,034,775
- Net increase / (decrease)
- $22,409,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $6,726 | $178,524 | 2023 |
| Huntington National Bank | NONE | $0 | $101,364 | 2023 |
| Onedigital Investment Advsrs | NONE | $0 | $21,927 | 2023 |
| Future Capital | NONE | $18,538 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Endress+Hauser Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Greenwood, IN
- American United Life Insurance Co — Schedule C compensation
- Huntington National Bank — Schedule C compensation
- Onedigital Investment Advsrs — Schedule C compensation
- Future Capital — Schedule C compensation