2023 Form 5500 filing — Cutco Cutlery Corporation Hourly 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 20241206091446NAL0006822545001) for Cutco Cutlery Corporation Hourly Savings Plan, reported by Cutco Cutlery Corporation under EIN 16-1375641 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206091446NAL0006822545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cutco Cutlery Corporation
- EIN
- 16-1375641
- Plan number
- 001
- Location
- Olean, NY
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,816,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,816,658
- Employer contributions
- $2,170,718
- Participant contributions
- $1,938,211
- Total income / additions
- $18,219,712
- Benefits paid
- $4,820,363
- Administrative expenses
- $101,355
- Total expenses
- $4,930,552
- Net increase / (decrease)
- $13,289,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $46,424 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $45,475 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | NONE | $9,206 | $0 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset |