Ergotron 401(K) Savings Plan — Form 5500 plan (Ergotron, 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, Ergotron 401(K) Savings Plan is a benefit plan reported by Ergotron, Inc. under EIN 41-1298218 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,713 participants and $100,618,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ergotron, Inc.
EIN
41-1298218
Plan number
011
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
1,713
End-of-year plan assets
$100,618,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,713H, C20240910093726NAL0006669601004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,618,584
Net assets (EOY)
$100,618,584
Net assets (BOY)
$91,441,013

Income & contributions

Employer contributions
$668,983
Participant contributions
$2,675,247
Total contributions
$3,767,062
Total income / additions
$18,936,002

Expenses & distributions

Benefits paid
$9,572,509
Administrative expenses
$185,922
Total expenses
$9,758,431
Net increase / (decrease)
$9,177,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$110,261not reported in the loaded dataset2023
Alliant Insurance ServicesNONE$39,919not reported in the loaded dataset2023
Crowe LlpNONE$35,741not reported in the loaded dataset2023

Related Form 5500 pages