Epta Us 401(K) Retirement Plan — Form 5500 plan (Kysor Warren Epta Us Corporation)
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, Epta Us 401(K) Retirement Plan is a benefit plan reported by Kysor Warren Epta Us Corporation under EIN 61-1918959 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $21,283,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kysor Warren Epta Us Corporation
- EIN
- 61-1918959
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, GA
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $21,283,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20241015201153NAL0029581921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,283,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,283,743
- Net assets (BOY)
- $17,016,961
Income & contributions
- Employer contributions
- $1,068,337
- Participant contributions
- $2,415,383
- Total contributions
- $3,536,781
- Total income / additions
- $6,396,822
Expenses & distributions
- Benefits paid
- $2,000,304
- Administrative expenses
- $127,845
- Total expenses
- $2,130,040
- Net increase / (decrease)
- $4,266,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,332 | $0 | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $25,513 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $23,000 | not reported in the loaded dataset | 2023 |