2023 Form 5500 filing — Emerson Electric Co. Savings Investment Plan For Employees In Puerto Rico
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 20250715084243NAL0002624768001) for Emerson Electric Co. Savings Investment Plan For Employees In Puerto Rico, reported by Emerson Electric Company under EIN 43-0259330 and plan number 123. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.7MReported net assets$3,685,061
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250715084243NAL0002624768001
- Plan sponsor
- Emerson Electric Company
- EIN
- 43-0259330
- Plan number
- 123
- Location
- Clayton, MO
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,685,061
- Net assets (EOY)
- $3,685,061
- Employer contributions
- $21,315
- Participant contributions
- $64,627
- Total income / additions
- $824,632
- Benefits paid
- $278,628
- Administrative expenses
- $1,029
- Total expenses
- $283,308
- Net increase / (decrease)
- $541,324