Huber + Suhner North America Corporation 401(K) Plan — Form 5500 plan (Huber + Suhner North America Corporation)
Plain-English plan 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, Huber + Suhner North America Corporation 401(K) Plan is a benefit plan reported by Huber + Suhner North America Corporation under EIN 04-3024588 and plan number 004. The latest loaded filing year is 2023. The filing reports 271 participants and $37,245,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huber + Suhner North America Corporation
- EIN
- 04-3024588
- Plan number
- 004
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $37,245,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241014072157NAL0043760672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,245,605
- Net assets (EOY)
- $37,245,605
- Net assets (BOY)
- $31,857,217
Income & contributions
- Employer contributions
- $1,514,506
- Participant contributions
- $1,821,570
- Total contributions
- $3,476,689
- Total income / additions
- $9,274,318
Expenses & distributions
- Benefits paid
- $3,782,063
- Administrative expenses
- $103,867
- Total expenses
- $3,885,930
- Net increase / (decrease)
- $5,388,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,867 | $0 | 2023 |
| Equitable Advisors, LLC | OTHER SERVICES | $0 | $39,159 | 2023 |
| Plan Integrity Partners, LLC | OTHER SERVICES | $0 | $15,484 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Huber + Suhner North America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Principal Life Insurance Company — Schedule C compensation
- Equitable Advisors, LLC — Schedule C compensation
- Plan Integrity Partners, LLC — Schedule C compensation