Gerber Legendary Blades Union 401(K) Retirement Savings Plan — Form 5500 plan (Fiskars Brands, 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, Gerber Legendary Blades Union 401(K) Retirement Savings Plan is a benefit plan reported by Fiskars Brands, Inc. under EIN 39-1500309 and plan number 004. The latest loaded filing year is 2023. The filing reports 156 participants and $7,876,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiskars Brands, Inc.
EIN
39-1500309
Plan number
004
Plan type
2
Location
Middleton, WI
Latest filing year
2023
Participants
156
End-of-year plan assets
$7,876,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241003144218NAL0010672321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,876,839
Total liabilities (EOY)
$0
Net assets (EOY)
$7,876,839
Net assets (BOY)
$7,202,028

Income & contributions

Employer contributions
$199,646
Participant contributions
$385,318
Total contributions
$604,454
Total income / additions
$1,571,398

Expenses & distributions

Benefits paid
$655,627
Administrative expenses
$19,188
Total expenses
$674,815
Net increase / (decrease)
$896,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rsm Us LlpACCOUNTANT$15,750not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,860$02023
Francis Investment CounsINVESTMENT ADVISORY$5,328not reported in the loaded dataset2023

Related Form 5500 pages