Plansee Employee Savings & Protection Plan — Form 5500 plan (Plansee Usa 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, Plansee Employee Savings & Protection Plan is a benefit plan reported by Plansee Usa LLC under EIN 86-1098359 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $23,901,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plansee Usa LLC
- EIN
- 86-1098359
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, MA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $23,901,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241015110837NAL0016203907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,901,927
- Total liabilities (EOY)
- $86
- Net assets (EOY)
- $23,901,841
- Net assets (BOY)
- $14,383,488
Income & contributions
- Employer contributions
- $474,147
- Participant contributions
- $987,885
- Total contributions
- $1,548,768
- Total income / additions
- $4,483,441
Expenses & distributions
- Benefits paid
- $3,445,670
- Administrative expenses
- $4,692
- Total expenses
- $3,452,819
- Net increase / (decrease)
- $1,030,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,126 | $0 | 2023 |