Fuchs North America, Inc. 401(K) Plan — Form 5500 plan (Fuchs North America, 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, Fuchs North America, Inc. 401(K) Plan is a benefit plan reported by Fuchs North America, Inc. under EIN 52-1755423 and plan number 003. The latest loaded filing year is 2023. The filing reports 258 participants and $14,850,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fuchs North America, Inc.
- EIN
- 52-1755423
- Plan number
- 003
- Plan type
- 2
- Location
- Hampstead, MD
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $14,850,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241015143958NAL0028796497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,850,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,850,049
- Net assets (BOY)
- $12,749,025
Income & contributions
- Employer contributions
- $662,404
- Participant contributions
- $930,138
- Total contributions
- $1,662,353
- Total income / additions
- $3,968,330
Expenses & distributions
- Benefits paid
- $1,729,320
- Administrative expenses
- $53,787
- Total expenses
- $1,867,306
- Net increase / (decrease)
- $2,101,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,314 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,055 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fuchs North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hampstead, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation