Endries International Inc. 401(K) Plan — Form 5500 plan (Endries International 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, Endries International Inc. 401(K) Plan is a benefit plan reported by Endries International Inc. under EIN 36-4001332 and plan number 001. The latest loaded filing year is 2023. The filing reports 990 participants and $62,846,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Endries International Inc.
- EIN
- 36-4001332
- Plan number
- 001
- Plan type
- 2
- Location
- Brillion, WI
- Latest filing year
- 2023
- Participants
- 990
- End-of-year plan assets
- $62,846,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 990 | H, C | 20250515132559NAL0013456483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,846,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,846,334
- Net assets (BOY)
- $55,763,858
Income & contributions
- Employer contributions
- $1,608,875
- Participant contributions
- $4,309,514
- Total contributions
- $6,139,945
- Total income / additions
- $12,599,436
Expenses & distributions
- Benefits paid
- $5,284,495
- Administrative expenses
- $232,465
- Total expenses
- $5,516,960
- Net increase / (decrease)
- $7,082,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $134,016 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $98,449 | $0 | 2023 |