Eppendorf Holding, Incorporated Thrift & Savings Plan — Form 5500 plan (Eppendorf Holding, Incorporated)
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, Eppendorf Holding, Incorporated Thrift & Savings Plan is a benefit plan reported by Eppendorf Holding, Incorporated under EIN 11-3521426 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,109 participants and $112,827,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eppendorf Holding, Incorporated
- EIN
- 11-3521426
- Plan number
- 002
- Plan type
- 2
- Location
- Enfield, CT
- Latest filing year
- 2023
- Participants
- 1,109
- End-of-year plan assets
- $112,827,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,109 | H, C | 20241001081108NAL0003840867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,827,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,827,565
- Net assets (BOY)
- $87,258,614
Income & contributions
- Employer contributions
- $1,691,974
- Participant contributions
- $6,087,430
- Total contributions
- $8,283,979
- Total income / additions
- $30,989,755
Expenses & distributions
- Benefits paid
- $5,338,504
- Administrative expenses
- $67,206
- Total expenses
- $5,420,804
- Net increase / (decrease)
- $25,568,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | CONSULTANT | $31,818 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,350 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$84,962 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eppendorf Holding, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Enfield, CT
- Usi Consulting Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation