2023 Form 5500 filing — Imerys 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 20240915141042NAL0000258291001) for Imerys Usa 401(K) Plan, reported by Imerys Usa Inc. under EIN 23-2617050 and plan number 003. It reports 2,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240915141042NAL0000258291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imerys Usa Inc.
- EIN
- 23-2617050
- Plan number
- 003
- Location
- Roswell, GA
- Participants
- 2,241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $289,151,183
- Net assets (EOY)
- $289,151,183
- Employer contributions
- $9,258,660
- Participant contributions
- $11,229,763
- Total income / additions
- $65,190,288
- Benefits paid
- $31,845,559
- Administrative expenses
- $355,562
- Total expenses
- $32,256,904
- Net increase / (decrease)
- $32,933,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $259,389 | not reported in the loaded dataset |
| Mercer Us Inc | NONE | $73,293 | not reported in the loaded dataset |
| Warren Averett LLC | NONE | $14,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $542 | $0 |