Actega North America 401(K) Plan — Form 5500 plan (Actega North America)
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, Actega North America 401(K) Plan is a benefit plan reported by Actega North America under EIN 33-1123155 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $35,793,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Actega North America
- EIN
- 33-1123155
- Plan number
- 001
- Plan type
- 2
- Location
- Cinnaminson, NJ
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $35,793,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241011063014NAL0021417537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,793,635
- Net assets (EOY)
- $35,793,635
- Net assets (BOY)
- $31,253,278
Income & contributions
- Employer contributions
- $879,785
- Participant contributions
- $1,839,850
- Total contributions
- $2,879,877
- Total income / additions
- $8,369,100
Expenses & distributions
- Benefits paid
- $3,786,388
- Administrative expenses
- $42,355
- Total expenses
- $3,828,743
- Net increase / (decrease)
- $4,540,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $39,454 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |