2023 Form 5500 filing — Eriks North America 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 20241011100323NAL0022536017001) for Eriks North America Retirement Savings Plan, reported by Eriks Corporation under EIN 46-4585115 and plan number 002. It reports 1,472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100323NAL0022536017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eriks Corporation
- EIN
- 46-4585115
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 1,472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,028,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,028,331
- Employer contributions
- $1,668,346
- Participant contributions
- $4,676,949
- Total income / additions
- $21,017,431
- Benefits paid
- $23,971,752
- Administrative expenses
- $164,925
- Total expenses
- $24,136,677
- Net increase / (decrease)
- -$3,119,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | ADVISOR | $85,631 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $79,294 | $0 |