2023 Form 5500 filing — Emr Usa 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 20241015124401NAL0016418387001) for Emr Usa Retirement Savings Plan, reported by Emr (Usa Holdings) Inc. under EIN 14-1976472 and plan number 001. It reports 2,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124401NAL0016418387001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Emr (Usa Holdings) Inc.
- EIN
- 14-1976472
- Plan number
- 001
- Location
- Metairie, LA
- Participants
- 2,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,210,141
- Total liabilities (EOY)
- $24,661
- Net assets (EOY)
- $74,185,480
- Employer contributions
- $2,899,649
- Participant contributions
- $4,894,685
- Total income / additions
- $17,702,596
- Benefits paid
- $4,510,532
- Administrative expenses
- $222,035
- Total expenses
- $4,732,936
- Net increase / (decrease)
- $12,969,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $221,935 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $34 | $0 |