Safilo Usa Inc./Smith Sport Optics Inc. 401k Plan — Form 5500 plan (Safilo Usa, Inc.)

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, Safilo Usa Inc./Smith Sport Optics Inc. 401k Plan is a benefit plan reported by Safilo Usa, Inc. under EIN 13-1982071 and plan number 001. The latest loaded filing year is 2023. The filing reports 824 participants and $56,504,533 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Safilo Usa, Inc.
EIN
13-1982071
Plan number
001
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
824
End-of-year plan assets
$56,504,533

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023824H, C20241015193201NAL0017116563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,504,533
Total liabilities (EOY)
$0
Net assets (EOY)
$56,504,533
Net assets (BOY)
$47,663,194

Income & contributions

Employer contributions
$1,553,443
Participant contributions
$3,279,548
Total contributions
$5,115,188
Total income / additions
$15,318,863

Expenses & distributions

Benefits paid
$6,314,743
Administrative expenses
$123,137
Total expenses
$6,477,524
Net increase / (decrease)
$8,841,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$79,450$02023
Securian Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$32,113$02023
Cetera Investment Advisers LLCINVESTMENT/FINANCIAL ADVI$11,573$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Td Ameritrade, Inc.SECURITES BROKER$0$02023

Related Form 5500 pages