2023 Form 5500 filing — Danfoss Usa Savings Plan Ii

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 20241007111447NAL0015981569001) for Danfoss Usa Savings Plan Ii, reported by Danfoss Power Solutions Ii, LLC under EIN 85-1065969 and plan number 005. It reports 2,730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007111447NAL0015981569001
Filing year
2023
Form type
2
Plan sponsor
Danfoss Power Solutions Ii, LLC
EIN
85-1065969
Plan number
005
Location
Ames, IA
Participants
2,730
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$147,664,004
Total liabilities (EOY)
$0
Net assets (EOY)
$147,664,004
Employer contributions
$16,081,729
Participant contributions
$16,570,557
Total income / additions
$54,303,815
Benefits paid
$8,922,727
Administrative expenses
$287,706
Total expenses
$9,282,475
Net increase / (decrease)
$45,021,340
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ONONE$211,940$0
Empower Advisory Group, LLCNONE$75,466not reported in the loaded dataset

Related Form 5500 pages