Oerlikon Usa 401(K) Plan — Form 5500 plan (Oerlikon Usa Holding, 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, Oerlikon Usa 401(K) Plan is a benefit plan reported by Oerlikon Usa Holding, Inc. under EIN 95-2549713 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,841 participants and $191,242,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oerlikon Usa Holding, Inc.
- EIN
- 95-2549713
- Plan number
- 001
- Plan type
- 2
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 1,841
- End-of-year plan assets
- $191,242,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,841 | H, C | 20240925203935NAL0014974049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,242,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,242,668
- Net assets (BOY)
- $158,996,732
Income & contributions
- Employer contributions
- $4,994,648
- Participant contributions
- $8,950,357
- Total contributions
- $14,769,161
- Total income / additions
- $47,647,732
Expenses & distributions
- Benefits paid
- $15,049,491
- Administrative expenses
- $350,688
- Total expenses
- $15,401,796
- Net increase / (decrease)
- $32,245,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,357 | $0 | 2023 |
| Onedigital Topco LLC | CONSULTANT | $112,292 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $38,602 | not reported in the loaded dataset | 2023 |
| Hancock Askew & Co., Llp | ACCOUNTANT/AUDITOR | $30,500 | not reported in the loaded dataset | 2023 |
| Resource Advisory LLC | CONSULTANT | $21,815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oerlikon Usa Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Fidelity Investments Institutional — Schedule C compensation
- Onedigital Topco LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Hancock Askew & Co., Llp — Schedule C compensation
- Resource Advisory LLC — Schedule C compensation