Alcon Industries, Inc & Affiliated Companies Incentive Savings Plan — Form 5500 plan (Alcon Industries 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, Alcon Industries, Inc & Affiliated Companies Incentive Savings Plan is a benefit plan reported by Alcon Industries Inc under EIN 34-1242260 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $2,845,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alcon Industries Inc
- EIN
- 34-1242260
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $2,845,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241015102823NAL0028062241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,845,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,845,083
- Net assets (BOY)
- $2,501,803
Income & contributions
- Employer contributions
- $75,103
- Participant contributions
- $210,967
- Total contributions
- $297,304
- Total income / additions
- $664,464
Expenses & distributions
- Benefits paid
- $285,750
- Administrative expenses
- $7,038
- Total expenses
- $321,184
- Net increase / (decrease)
- $343,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $6,809 | $0 | 2023 |
| Wells Fargo Advisors LLC Pcg | INVESTMENT ADVISOR | $5,988 | not reported in the loaded dataset | 2023 |
| Axa Advisors LLC | INVESTMENT ADVISOR | $280 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $279 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alcon Industries Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Wells Fargo Advisors LLC Pcg — Schedule C compensation
- Axa Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation