Marelli North America, Inc. 401(K) Retirement Plan — Form 5500 plan (Marelli 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, Marelli North America, Inc. 401(K) Retirement Plan is a benefit plan reported by Marelli North America, Inc. under EIN 62-1151687 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,929 participants and $203,248,462 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marelli North America, Inc.
EIN
62-1151687
Plan number
003
Plan type
2
Location
Shelbyville, TN
Latest filing year
2023
Participants
3,929
End-of-year plan assets
$203,248,462

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,929H, C20241014070711NAL0045184848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$203,248,462
Total liabilities (EOY)
$37
Net assets (EOY)
$203,248,425
Net assets (BOY)
$192,349,694

Income & contributions

Employer contributions
$5,760,096
Participant contributions
$8,201,105
Total contributions
$14,624,677
Total income / additions
$45,094,077

Expenses & distributions

Benefits paid
$33,999,526
Administrative expenses
$154,106
Total expenses
$34,195,346
Net increase / (decrease)
$10,898,731

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$119,006$02023
Strategic Advisors, Inc.ADVISOR$35,263not reported in the loaded dataset2023

Related Form 5500 pages