2023 Form 5500 filing — Eppendorf Holding, Incorporated Thrift & Savings 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 20241001081108NAL0003840867001) for Eppendorf Holding, Incorporated Thrift & Savings Plan, reported by Eppendorf Holding, Incorporated under EIN 11-3521426 and plan number 002. It reports 1,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001081108NAL0003840867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eppendorf Holding, Incorporated
- EIN
- 11-3521426
- Plan number
- 002
- Location
- Enfield, CT
- Participants
- 1,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,827,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,827,565
- Employer contributions
- $1,691,974
- Participant contributions
- $6,087,430
- Total income / additions
- $30,989,755
- Benefits paid
- $5,338,504
- Administrative expenses
- $67,206
- Total expenses
- $5,420,804
- Net increase / (decrease)
- $25,568,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | CONSULTANT | $31,818 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $20,350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$84,962 | $0 |