Emerson Electric Co. Savings Investment Plan For Employees In Puerto Rico — Form 5500 plan (Emerson Electric 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, Emerson Electric Co. Savings Investment Plan For Employees In Puerto Rico is a benefit plan reported by Emerson Electric Company under EIN 43-0259330 and plan number 123. The latest loaded filing year is 2023. The filing reports 36 participants and $3,685,061 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.7MPlan net assets, end of year$3,685,061
Participants36Covered participants reported
Assets / participant$102.4KComputed: assets ÷ participants$102,363 (computed)
Provider compensationNone reported
- Plan sponsor
- Emerson Electric Company
- EIN
- 43-0259330
- Plan number
- 123
- Plan type
- 2
- Location
- Clayton, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20250715084243NAL0002624768001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $3,685,061
- Net assets (EOY)
- $3,685,061
- Net assets (BOY)
- $3,143,737
Income & contributions
- Employer contributions
- $21,315
- Participant contributions
- $64,627
- Total income / additions
- $824,632
Expenses & distributions
- Benefits paid
- $278,628
- Administrative expenses
- $1,029
- Total expenses
- $283,308
- Net increase / (decrease)
- $541,324
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.