2023 Form 5500 filing — Aerzen Usa Corp. 401(K) Profit Sharing Plan & 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 20241015133944NAL0028605857001) for Aerzen Usa Corp. 401(K) Profit Sharing Plan & Trust, reported by Aerzen Usa Corp under EIN 34-1384479 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133944NAL0028605857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aerzen Usa Corp
- EIN
- 34-1384479
- Plan number
- 001
- Location
- Coatesville, PA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,200,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,200,369
- Employer contributions
- $396,277
- Participant contributions
- $1,304,224
- Total income / additions
- $3,959,765
- Benefits paid
- $1,282,523
- Administrative expenses
- $50,345
- Total expenses
- $1,332,868
- Net increase / (decrease)
- $2,626,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $27,697 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,648 | $0 |