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, Saertex Retirement Plan is a benefit plan reported by Saertex Usa, LLC under EIN 56-2223993 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $6,303,106 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,303,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,303,106
- Net assets (BOY)
- $5,027,703
Income & contributions
- Employer contributions
- $330,428
- Participant contributions
- $594,658
- Total contributions
- $925,086
- Total income / additions
- $1,805,401
Expenses & distributions
- Benefits paid
- $485,781
- Administrative expenses
- $44,217
- Total expenses
- $529,998
- Net increase / (decrease)
- $1,275,403