Zwilling J.A. Henckels, LLC 401(K) Plan — Form 5500 plan (Zwilling J.A. Henckels, LLC)

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, Zwilling J.A. Henckels, LLC 401(K) Plan is a benefit plan reported by Zwilling J.A. Henckels, LLC under EIN 13-5553245 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $18,650,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zwilling J.A. Henckels, LLC
EIN
13-5553245
Plan number
001
Plan type
2
Location
Pleasantville, NY
Latest filing year
2023
Participants
504
End-of-year plan assets
$18,650,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20241010152359NAL0034593120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,650,860
Total liabilities (EOY)
$0
Net assets (EOY)
$18,650,860
Net assets (BOY)
$15,074,132

Income & contributions

Employer contributions
$507,457
Participant contributions
$1,177,333
Total contributions
$1,886,812
Total income / additions
$4,642,254

Expenses & distributions

Benefits paid
$1,031,169
Administrative expenses
$33,568
Total expenses
$1,065,526
Net increase / (decrease)
$3,576,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,287$02023
Strategic Advisors, Inc.ADVISOR$5,281not reported in the loaded dataset2023

Related Form 5500 pages