Claas Employees' Savings Plan — Form 5500 plan (Claas Of America 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, Claas Employees' Savings Plan is a benefit plan reported by Claas Of America Inc. under EIN 38-2287245 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $44,469,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Claas Of America Inc.
- EIN
- 38-2287245
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $44,469,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20241011145908NAL0039127696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,469,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,469,378
- Net assets (BOY)
- $40,371,086
Income & contributions
- Employer contributions
- $1,438,404
- Participant contributions
- $2,642,085
- Total contributions
- $4,241,707
- Total income / additions
- $10,247,217
Expenses & distributions
- Benefits paid
- $6,071,792
- Administrative expenses
- $66,435
- Total expenses
- $6,148,925
- Net increase / (decrease)
- $4,098,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | INVESTMENT ADVISOR | $55,301 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,475 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,659 | $0 | 2023 |