Highly Marelli Usa 401(K) Plan — Form 5500 plan (Highly Marelli Usa)
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, Highly Marelli Usa 401(K) Plan is a benefit plan reported by Highly Marelli Usa under EIN 84-4613141 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $20,942,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highly Marelli Usa
- EIN
- 84-4613141
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, TN
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $20,942,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241009133922NAL0010684115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,942,093
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $20,942,085
- Net assets (BOY)
- $18,487,386
Income & contributions
- Employer contributions
- $577,582
- Participant contributions
- $880,916
- Total contributions
- $2,144,784
- Total income / additions
- $5,218,844
Expenses & distributions
- Benefits paid
- $2,734,383
- Administrative expenses
- $29,762
- Total expenses
- $2,764,145
- Net increase / (decrease)
- $2,454,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,244 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,918 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $7,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highly Marelli Usa
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Shelbyville, TN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation