Andis Company 401(K) — Form 5500 plan (Andis Company)
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, Andis Company 401(K) is a benefit plan reported by Andis Company under EIN 39-0131490 and plan number 003. The latest loaded filing year is 2023. The filing reports 739 participants and $40,696,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andis Company
- EIN
- 39-0131490
- Plan number
- 003
- Plan type
- 2
- Location
- Sturtevant, WI
- Latest filing year
- 2023
- Participants
- 739
- End-of-year plan assets
- $40,696,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 739 | H, C | 20240903161917NAL0034573360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,696,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,696,954
- Net assets (BOY)
- $35,466,634
Income & contributions
- Employer contributions
- $1,115,385
- Participant contributions
- $3,062,502
- Total contributions
- $4,803,684
- Total income / additions
- $9,415,868
Expenses & distributions
- Benefits paid
- $3,987,240
- Administrative expenses
- $189,688
- Total expenses
- $4,185,548
- Net increase / (decrease)
- $5,230,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $129,978 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT PROVIDER | $59,710 | not reported in the loaded dataset | 2023 |