Flsmidth 401(K) Plan Trust — Form 5500 plan (Flsmidth 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, Flsmidth 401(K) Plan Trust is a benefit plan reported by Flsmidth Inc. under EIN 23-0606560 and plan number 009. The latest loaded filing year is 2023. The filing reports 2,483 participants and $341,135,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flsmidth Inc.
EIN
23-0606560
Plan number
009
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
2,483
End-of-year plan assets
$341,135,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,483H, C20241014133321NAL0026270417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$341,135,864
Total liabilities (EOY)
$7
Net assets (EOY)
$341,135,857
Net assets (BOY)
$297,028,426

Income & contributions

Employer contributions
$6,751,036
Participant contributions
$12,906,752
Total contributions
$20,800,835
Total income / additions
$73,309,634

Expenses & distributions

Benefits paid
$29,005,076
Administrative expenses
$151,684
Total expenses
$29,202,203
Net increase / (decrease)
$44,107,431

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$132,461$02023
Strategic Advisors, Inc.ADVISOR$20,909not reported in the loaded dataset2023

Related Form 5500 pages