Danfoss Personal Investment Plan — Form 5500 plan (Danfoss Power Solutions Ii, LLC)
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, Danfoss Personal Investment Plan is a benefit plan reported by Danfoss Power Solutions Ii, LLC under EIN 85-1065969 and plan number 006. The latest loaded filing year is 2023. The filing reports 168 participants and $6,481,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Danfoss Power Solutions Ii, LLC
- EIN
- 85-1065969
- Plan number
- 006
- Plan type
- 2
- Location
- Ames, IA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $6,481,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,481,450
- Net assets (BOY)
- $5,321,152
Income & contributions
- Employer contributions
- $51,459
- Participant contributions
- $701,688
- Total contributions
- $788,673
- Total income / additions
- $1,541,136
Expenses & distributions
- Benefits paid
- $356,301
- Administrative expenses
- $15,055
- Total expenses
- $380,838
- Net increase / (decrease)
- $1,160,298
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2