Dorel U.S.A. Salaried 401(K) Retirement Plan — Form 5500 plan (Dorel U.S.A., 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, Dorel U.S.A. Salaried 401(K) Retirement Plan is a benefit plan reported by Dorel U.S.A., Inc. under EIN 35-1851471 and plan number 011. The latest loaded filing year is 2023. The filing reports 888 participants and $83,041,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dorel U.S.A., Inc.
- EIN
- 35-1851471
- Plan number
- 011
- Plan type
- 2
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- 888
- End-of-year plan assets
- $83,041,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 888 | H, C | 20241002133912NAL0015094496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,041,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,041,824
- Net assets (BOY)
- $74,492,635
Income & contributions
- Employer contributions
- $1,489,657
- Participant contributions
- $4,765,290
- Total contributions
- $6,765,834
- Total income / additions
- $19,313,219
Expenses & distributions
- Benefits paid
- $10,470,080
- Administrative expenses
- $283,804
- Total expenses
- $10,766,275
- Net increase / (decrease)
- $8,546,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $267,157 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $8,980 | not reported in the loaded dataset | 2023 |
| Blue & Co LLC | NONE | $4,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $3,667 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dorel U.S.A., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Blue & Co LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation