Embecta 401(K) Plan — Form 5500 plan (Embecta Corp)
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, Embecta 401(K) Plan is a benefit plan reported by Embecta Corp under EIN 87-1583942 and plan number 001. The latest loaded filing year is 2023. The filing reports 980 participants and $135,356,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Embecta Corp
- EIN
- 87-1583942
- Plan number
- 001
- Plan type
- 2
- Location
- Parsipanny, NJ
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $135,356,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241010125910NAL0010002483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,356,818
- Total liabilities (EOY)
- $66,019
- Net assets (EOY)
- $135,290,799
- Net assets (BOY)
- $106,855,678
Income & contributions
- Employer contributions
- $8,918,096
- Participant contributions
- $9,604,898
- Total contributions
- $21,215,204
- Total income / additions
- $40,161,270
Expenses & distributions
- Benefits paid
- $11,448,733
- Administrative expenses
- $277,416
- Total expenses
- $11,726,149
- Net increase / (decrease)
- $28,435,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $123,751 | $0 | 2023 |
| Holland & Knight | ATTORNEY/LEGAL | $81,665 | not reported in the loaded dataset | 2023 |
| Ernst & Young U.S. Llp | ACCOUNTANT/AUDITOR | $72,000 | not reported in the loaded dataset | 2023 |