Ems-Chemie (North America) Inc. Retirement Plan — Form 5500 plan (Ems-Chemie (North America) 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, Ems-Chemie (North America) Inc. Retirement Plan is a benefit plan reported by Ems-Chemie (North America) Inc under EIN 57-0703806 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $21,723,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ems-Chemie (North America) Inc
- EIN
- 57-0703806
- Plan number
- 001
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $21,723,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20250415120637NAL0001415651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,723,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,723,080
- Net assets (BOY)
- $18,680,235
Income & contributions
- Employer contributions
- $680,133
- Participant contributions
- $796,072
- Total contributions
- $1,534,796
- Total income / additions
- $5,319,371
Expenses & distributions
- Benefits paid
- $2,209,863
- Administrative expenses
- $39,448
- Total expenses
- $2,276,526
- Net increase / (decrease)
- $3,042,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,580 | $0 | 2023 |
| Independent Advisor Alliance | INVESTMENT ADVISORY | $9,881 | $10 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ems-Chemie (North America) Inc
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Sumter, SC
- Principal Life Insurance Company — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation