2023 Form 5500 filing — Perfetti Van Melle, Inc. 401(K) Plan And Trust
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 20241015085726NAL0027883201001) for Perfetti Van Melle, Inc. 401(K) Plan And Trust, reported by Perfetti Van Melle Usa Inc. under EIN 04-2493964 and plan number 002. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085726NAL0027883201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perfetti Van Melle Usa Inc.
- EIN
- 04-2493964
- Plan number
- 002
- Location
- Erlanger, KY
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,301,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,301,716
- Employer contributions
- $3,213,655
- Participant contributions
- $4,317,276
- Total income / additions
- $23,252,457
- Benefits paid
- $3,368,181
- Administrative expenses
- $23,081
- Total expenses
- $3,403,310
- Net increase / (decrease)
- $19,849,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horan Securities Inc | OTHER SERVICES | $0 | $31,283 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,081 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |