Plan5500

Superior Electric Great Lakes Company Employee Stock Ownership Plan — Form 5500 plan (Superior Electric Great Lakes Company)

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, Superior Electric Great Lakes Company Employee Stock Ownership Plan is a benefit plan reported by Superior Electric Great Lakes Company under EIN 31-1330769 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $115,998,853 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$113.1MPlan net assets, end of year$113,078,074
Participants123Covered participants reported
Assets / participant$943.1KComputed: assets ÷ participants$943,080 (computed)
Provider compensationNone reported
Plan sponsor
Superior Electric Great Lakes Company
EIN
31-1330769
Plan number
002
Plan type
2
Location
Troy, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    123 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$116M total assets
Net assets$113.1MLiabilities$2.9M
Money in vs. money out
Total income / additions$16.8M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$194K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$115,998,853
Total liabilities (EOY)
$2,920,779
Net assets (EOY)
$113,078,074
Net assets (BOY)
$97,801,797

Income & contributions

Employer contributions
$194,041
Total income / additions
$16,814,577

Expenses & distributions

Benefits paid
$1,455,230
Total expenses
$1,538,300
Net increase / (decrease)
$15,276,277
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages