Georg Fischer Savings Tax-Advantaged Retirement Plan — Form 5500 plan (Georg Fischer Signet LLC)
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, Georg Fischer Savings Tax-Advantaged Retirement Plan is a benefit plan reported by Georg Fischer Signet LLC under EIN 95-1768356 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,583 participants and $142,577,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georg Fischer Signet LLC
- EIN
- 95-1768356
- Plan number
- 001
- Plan type
- 2
- Location
- Irwindale, CA
- Latest filing year
- 2023
- Participants
- 1,583
- End-of-year plan assets
- $142,577,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,583 | H, C | 20240906111927NAL0001028897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,577,880
- Net assets (EOY)
- $142,577,880
- Net assets (BOY)
- $118,695,271
Income & contributions
- Employer contributions
- $6,000,499
- Participant contributions
- $8,466,235
- Total contributions
- $14,873,932
- Total income / additions
- $35,031,266
Expenses & distributions
- Benefits paid
- $10,932,859
- Administrative expenses
- $199,800
- Total expenses
- $11,148,657
- Net increase / (decrease)
- $23,882,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $143,272 | not reported in the loaded dataset | 2023 |
| Multnomah Group Inc | NONE | $29,303 | not reported in the loaded dataset | 2023 |
| P M Holding Group Llp | NONE | $27,150 | not reported in the loaded dataset | 2023 |
| Spinnaker Investment Group LLC | NONE | $5,351 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $228 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Georg Fischer Signet LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irwindale, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Multnomah Group Inc — Schedule C compensation
- P M Holding Group Llp — Schedule C compensation
- Spinnaker Investment Group LLC — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation