Fiskars Group 401(K) Retirement Savings Plan — Form 5500 plan (Fiskars Brands, 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, Fiskars Group 401(K) Retirement Savings Plan is a benefit plan reported by Fiskars Brands, Inc. under EIN 39-1500309 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,120 participants and $115,492,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiskars Brands, Inc.
- EIN
- 39-1500309
- Plan number
- 003
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
- Participants
- 1,120
- End-of-year plan assets
- $115,492,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,120 | H, C | 20241003144121NAL0017866080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,492,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,492,380
- Net assets (BOY)
- $102,860,129
Income & contributions
- Employer contributions
- $2,535,977
- Participant contributions
- $3,847,285
- Total contributions
- $8,964,719
- Total income / additions
- $25,465,684
Expenses & distributions
- Benefits paid
- $12,833,776
- Administrative expenses
- $206,465
- Total expenses
- $13,070,615
- Net increase / (decrease)
- $12,395,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,878 | $0 | 2023 |
| Francis Investment Couns | INVESTMENT ADVISORY | $83,565 | not reported in the loaded dataset | 2023 |
| Francis LLC | INVESTMENT ADVISORY | $52,093 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT | $29,522 | not reported in the loaded dataset | 2023 |
| Francis LLC | INV ADV, PARTICIPANTS | $28,099 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiskars Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Middleton, WI
- Principal Life Insurance Company — Schedule C compensation
- Francis Investment Couns — Schedule C compensation
- Francis LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation