2023 Form 5500 filing — Huber + Suhner North America Corporation 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 20241014072157NAL0043760672001) for Huber + Suhner North America Corporation 401(K) Plan, reported by Huber + Suhner North America Corporation under EIN 04-3024588 and plan number 004. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072157NAL0043760672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Huber + Suhner North America Corporation
- EIN
- 04-3024588
- Plan number
- 004
- Location
- Charlotte, NC
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,245,605
- Net assets (EOY)
- $37,245,605
- Employer contributions
- $1,514,506
- Participant contributions
- $1,821,570
- Total income / additions
- $9,274,318
- Benefits paid
- $3,782,063
- Administrative expenses
- $103,867
- Total expenses
- $3,885,930
- Net increase / (decrease)
- $5,388,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,867 | $0 |
| Equitable Advisors, LLC | OTHER SERVICES | $0 | $39,159 |
| Plan Integrity Partners, LLC | OTHER SERVICES | $0 | $15,484 |