Eriez Manufacturing Co. Profit Sharing/ 401(K) Plan — Form 5500 plan (Eriez Manufacturing Co.)
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, Eriez Manufacturing Co. Profit Sharing/ 401(K) Plan is a benefit plan reported by Eriez Manufacturing Co. under EIN 25-0920693 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $86,036,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eriez Manufacturing Co.
- EIN
- 25-0920693
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $86,036,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20241015095049NAL0016087315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,036,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,036,119
- Net assets (BOY)
- $75,966,350
Income & contributions
- Employer contributions
- $2,816,726
- Participant contributions
- $2,850,750
- Total contributions
- $6,000,356
- Total income / additions
- $17,417,202
Expenses & distributions
- Benefits paid
- $7,089,134
- Administrative expenses
- $240,853
- Total expenses
- $7,347,433
- Net increase / (decrease)
- $10,069,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $140,885 | $0 | 2023 |
| Blueprint Financial | INVESTMENT ADVISORY | $99,968 | $32 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |