Bitzer Us, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bitzer Us, 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, Bitzer Us, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bitzer Us, Inc. under EIN 58-1345338 and plan number 002. The latest loaded filing year is 2023. The filing reports 352 participants and $25,479,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bitzer Us, Inc.
- EIN
- 58-1345338
- Plan number
- 002
- Plan type
- 2
- Location
- Flowery Branch, GA
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $25,479,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20240918145451NAL0004742785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,479,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,479,056
- Net assets (BOY)
- $20,660,532
Income & contributions
- Employer contributions
- $2,071,052
- Participant contributions
- $1,162,147
- Total contributions
- $3,321,827
- Total income / additions
- $7,691,672
Expenses & distributions
- Benefits paid
- $2,807,690
- Administrative expenses
- $65,177
- Total expenses
- $2,873,148
- Net increase / (decrease)
- $4,818,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $22,625 | not reported in the loaded dataset | 2023 |
| Windham Brannon, P.C. | AUDITOR | $17,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,402 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bitzer Us, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Flowery Branch, GA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Windham Brannon, P.C. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation