Fronius Usa 401(K) Plan — Form 5500 plan (Fronius Usa, 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, Fronius Usa 401(K) Plan is a benefit plan reported by Fronius Usa, LLC under EIN 26-0036744 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,824,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fronius Usa, LLC
EIN
26-0036744
Plan number
001
Plan type
2
Location
Portage, IN
Latest filing year
2023
Participants
147
End-of-year plan assets
$3,824,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241015103612NAL0029271777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,824,382
Total liabilities (EOY)
$0
Net assets (EOY)
$3,824,382
Net assets (BOY)
$2,493,687

Income & contributions

Employer contributions
$297,858
Participant contributions
$531,341
Total contributions
$1,040,854
Total income / additions
$1,564,758

Expenses & distributions

Benefits paid
$206,359
Administrative expenses
$27,704
Total expenses
$234,063
Net increase / (decrease)
$1,330,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$26,375$02023
Barclay Planning GroupSERVICE PROVIDER$1,329not reported in the loaded dataset2023

Related Form 5500 pages