2023 Form 5500 filing — Melitta 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 20241015085337NAL0016012115001) for Melitta 401(K) Plan, reported by Melitta North America, Inc. under EIN 22-1732130 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085337NAL0016012115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Melitta North America, Inc.
- EIN
- 22-1732130
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,126,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,126,140
- Employer contributions
- $714,507
- Participant contributions
- $1,183,236
- Total income / additions
- $5,334,144
- Benefits paid
- $1,750,907
- Administrative expenses
- $26,195
- Total expenses
- $1,841,974
- Net increase / (decrease)
- $3,492,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waverly Advisors LLC | AUDITOR | $15,000 | not reported in the loaded dataset |
| Warren Averett, LLC | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,195 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |