Emmi Roth Usa 401(K) Plan — Form 5500 plan (Emmi Roth Usa, 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, Emmi Roth Usa 401(K) Plan is a benefit plan reported by Emmi Roth Usa, Inc. under EIN 39-1666423 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $25,497,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emmi Roth Usa, Inc.
EIN
39-1666423
Plan number
001
Plan type
2
Location
Stoughton, WI
Latest filing year
2023
Participants
409
End-of-year plan assets
$25,497,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20250506110732NAL0008914385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,497,861
Total liabilities (EOY)
$0
Net assets (EOY)
$25,497,861
Net assets (BOY)
$19,231,759

Income & contributions

Employer contributions
$910,037
Participant contributions
$2,227,967
Total contributions
$3,689,761
Total income / additions
$7,563,816

Expenses & distributions

Benefits paid
$1,262,726
Administrative expenses
$34,988
Total expenses
$1,297,714
Net increase / (decrease)
$6,266,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$34,988$02023

Related Form 5500 pages