Schunk Of North America, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Schunk Of North America, 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, Schunk Of North America, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Schunk Of North America, Inc. under EIN 13-2968625 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $19,101,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schunk Of North America, Inc.
EIN
13-2968625
Plan number
002
Plan type
2
Location
Menomonee Falls, WI
Latest filing year
2023
Participants
256
End-of-year plan assets
$19,101,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241015173941NAL0030518017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,101,126
Total liabilities (EOY)
$0
Net assets (EOY)
$19,101,126
Net assets (BOY)
$15,849,750

Income & contributions

Employer contributions
$572,193
Participant contributions
$1,309,787
Total contributions
$2,163,154
Total income / additions
$4,673,929

Expenses & distributions

Benefits paid
$1,360,605
Administrative expenses
$56,159
Total expenses
$1,422,553
Net increase / (decrease)
$3,251,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$31,138$02023
Pca Investment Advisory Services, IINVESTMENT/FINANCIAL ADVI$25,019$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages