Leybold Usa Pension Plan — Form 5500 plan (Leybold 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, Leybold Usa Pension Plan is a benefit plan reported by Leybold Usa Inc. under EIN 25-1290768 and plan number 003. The latest loaded filing year is 2023. The filing reports 105 participants and $10,583,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leybold Usa Inc.
- EIN
- 25-1290768
- Plan number
- 003
- Plan type
- 2
- Location
- Export, PA
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $10,583,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20241011170711NAL0037806304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,583,235
- Total liabilities (EOY)
- $34,769
- Net assets (EOY)
- $10,548,466
- Net assets (BOY)
- $10,352,247
Income & contributions
- Employer contributions
- $401,897
- Total contributions
- $401,897
- Total income / additions
- $1,416,070
Expenses & distributions
- Benefits paid
- $972,761
- Administrative expenses
- $247,090
- Total expenses
- $1,219,851
- Net increase / (decrease)
- $196,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $89,076 | not reported in the loaded dataset | 2023 |
| Fid Inst Asset Mgmt Co | INV. ADVISORY | $43,266 | not reported in the loaded dataset | 2023 |
| Buck/Conduent Consultants | ACTUARIAL | $36,209 | not reported in the loaded dataset | 2023 |