2023 Form 5500 filing — Erbe Usa, Incorporated 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 20240904161429NAL0009847667001) for Erbe Usa, Incorporated 401(K) Plan, reported by Erbe Usa, Incorporated under EIN 58-1998374 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.9MReported net assets$27,858,534
Participants220
Provider compensation$16.7K3 Schedule C row(s)$16,738
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904161429NAL0009847667001
Plan sponsor
Erbe Usa, Incorporated
EIN
58-1998374
Plan number
001
Location
Marietta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.9M total assets
Net assets$27.9MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.1M
Participant$2.2M
Full reported line items
Total assets (EOY)
$27,858,534
Total liabilities (EOY)
$0
Net assets (EOY)
$27,858,534
Employer contributions
$1,112,880
Participant contributions
$2,207,207
Total income / additions
$7,615,047
Benefits paid
$1,850,803
Administrative expenses
$16,738
Total expenses
$1,867,541
Net increase / (decrease)
$5,747,506
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $12.3K
  2. 2
    RECORDKEEPER · Direct $4.1K · Indirect $0
  3. 3
    CONSULTING · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904161429NAL0009847667001 cover?
It is the 2023 Form 5500 filing for Erbe Usa, Incorporated 401(K) Plan, reported by Erbe Usa, Incorporated (EIN 58-1998374).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages