2023 Form 5500 filing — Semex Usa, Inc. Employees 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 20241014153248NAL0026580113001) for Semex Usa, Inc. Employees 401(K) Plan, reported by Semex Usa, Inc. under EIN 39-1853594 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153248NAL0026580113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Semex Usa, Inc.
- EIN
- 39-1853594
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,602,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,602,487
- Employer contributions
- $313,156
- Participant contributions
- $728,001
- Total income / additions
- $2,317,170
- Benefits paid
- $167,880
- Administrative expenses
- $84,542
- Total expenses
- $252,422
- Net increase / (decrease)
- $2,064,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $65,707 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,835 | $0 |