Schindler Elevator Corp Puerto Rico Savings & Investment Plan — Form 5500 plan (Schindler Elevator Corporation)

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, Schindler Elevator Corp Puerto Rico Savings & Investment Plan is a benefit plan reported by Schindler Elevator Corporation under EIN 34-1270056 and plan number 008. The latest loaded filing year is 2023. The filing reports 33 participants and $1,583,246 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,583,246
Participants33Covered participants reported
Assets / participant$48KComputed: assets ÷ participants$47,977 (computed)
Provider compensationNone reported
Plan sponsor
Schindler Elevator Corporation
EIN
34-1270056
Plan number
008
Plan type
2
Location
Morristown, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I20240627132506NAL0021424770001
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)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$406.8K
Total expenses$69.4K
Benefits paid / distributions$68.7K
Contributions
Employer$78K
Participant$99.2K
Full reported line items

Net assets

Total assets (EOY)
$1,583,246
Net assets (EOY)
$1,583,246
Net assets (BOY)
$1,245,764

Income & contributions

Employer contributions
$77,953
Participant contributions
$99,189
Total income / additions
$406,847

Expenses & distributions

Benefits paid
$68,680
Administrative expenses
$685
Total expenses
$69,365
Net increase / (decrease)
$337,482
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.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages