Semex Usa, Inc. Employees 401(K) Plan — Form 5500 plan (Semex 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, Semex Usa, Inc. Employees 401(K) Plan is a benefit plan reported by Semex Usa, Inc. under EIN 39-1853594 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $8,602,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Semex Usa, Inc.
EIN
39-1853594
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
162
End-of-year plan assets
$8,602,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241014153248NAL0026580113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,602,487
Total liabilities (EOY)
$0
Net assets (EOY)
$8,602,487
Net assets (BOY)
$6,537,739

Income & contributions

Employer contributions
$313,156
Participant contributions
$728,001
Total contributions
$1,041,157
Total income / additions
$2,317,170

Expenses & distributions

Benefits paid
$167,880
Administrative expenses
$84,542
Total expenses
$252,422
Net increase / (decrease)
$2,064,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$65,707not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$18,835$02023

Related Form 5500 pages