2023 Form 5500 filing — Essentra Usa Deferred 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 20250114095009NAL0011518131001) for Essentra Usa Deferred Savings Plan, reported by Essentra Holdings Corporation under EIN 54-1863320 and plan number 002. It reports 1,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114095009NAL0011518131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essentra Holdings Corporation
- EIN
- 54-1863320
- Plan number
- 002
- Location
- Westchester, IL
- Participants
- 1,857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,989,065
- Total liabilities (EOY)
- $23,107
- Net assets (EOY)
- $118,965,958
- Employer contributions
- $268,566
- Participant contributions
- $2,485,911
- Total income / additions
- $22,878,975
- Benefits paid
- $20,758,561
- Administrative expenses
- $210,349
- Total expenses
- $20,968,910
- Net increase / (decrease)
- $1,910,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $133,526 | $0 |
| Morgan Stanley | NONE | $40,605 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $38,613 | not reported in the loaded dataset |