2023 Form 5500 filing — Endress+Hauser Inc. Employees 401k/Retirement 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 20241007103345NAL0008790883001) for Endress+Hauser Inc. Employees 401k/Retirement Savings Plan, reported by Endress+Hauser Inc. under EIN 35-1315726 and plan number 001. It reports 1,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103345NAL0008790883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endress+Hauser Inc.
- EIN
- 35-1315726
- Plan number
- 001
- Location
- Greenwood, IN
- Participants
- 1,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,188,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,188,876
- Employer contributions
- $5,324,023
- Participant contributions
- $7,634,863
- Total income / additions
- $33,444,670
- Benefits paid
- $10,962,182
- Administrative expenses
- $25,114
- Total expenses
- $11,034,775
- Net increase / (decrease)
- $22,409,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $6,726 | $178,524 |
| Huntington National Bank | NONE | $0 | $101,364 |
| Onedigital Investment Advsrs | NONE | $0 | $21,927 |
| Future Capital | NONE | $18,538 | not reported in the loaded dataset |