2023 Form 5500 filing — Lectra Usa 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724090530NAL0007307747001) for Lectra Usa 401(K) Plan, reported by Gerber Scientific LLC under EIN 06-0640743 and plan number 002. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724090530NAL0007307747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerber Scientific LLC
- EIN
- 06-0640743
- Plan number
- 002
- Location
- Tolland, CT
- Participants
- 677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,280,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,280,837
- Employer contributions
- $1,170,495
- Participant contributions
- $3,654,517
- Total income / additions
- $23,500,067
- Benefits paid
- $10,500,538
- Administrative expenses
- -$20,173
- Total expenses
- $10,472,734
- Net increase / (decrease)
- $13,027,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,797 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $23,680 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $10,944 | not reported in the loaded dataset |