Plan5500

Swarovski Employee Retirement Savings Plan — Form 5500 plan (Swarovski U.S. Holdings Ltd.)

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, Swarovski Employee Retirement Savings Plan is a benefit plan reported by Swarovski U.S. Holdings Ltd. under EIN 05-0273019 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,363 participants and $76,842,845 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swarovski U.S. Holdings Ltd.
EIN
05-0273019
Plan number
002
Plan type
2
Location
Cranston, RI
Latest filing year
2023
Participants
2,363
End-of-year plan assets
$76,842,845

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,363H, C20241015143647NAL0014858659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,842,845
Total liabilities (EOY)
$0
Net assets (EOY)
$76,842,845
Net assets (BOY)
$70,569,364

Income & contributions

Employer contributions
$1,432,419
Participant contributions
$1,915,342
Total contributions
$3,459,449
Total income / additions
$14,884,440

Expenses & distributions

Benefits paid
$8,577,928
Administrative expenses
$33,031
Total expenses
$8,610,959
Net increase / (decrease)
$6,273,481

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Cpas P.C.ACCOUNTANT$20,213not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$4,075$02023

Related Form 5500 pages