Logo

AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AERZEN USA CORP. has sponsored the creation of one or more 401k plans.

Company Name:AERZEN USA CORP.
Employer identification number (EIN):341384479
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01TRACY RENSCHLER
0012023-01-01
0012023-01-01TRACY RENSCHLER
0012022-01-01
0012022-01-01
0012022-01-01CHERI HAGER
0012021-01-01
0012021-01-01CHERI HAGER
0012019-01-01CHERI HAGER2020-10-13
0012018-01-01VANESSA BARNETT2019-07-09
0012017-01-01KEITH ROLE2018-05-22
0012016-01-01KEITH ROLE2017-06-13
0012015-01-01KEITH ROLE2016-07-23
0012014-01-01KEITH ROLE2015-07-29
0012013-01-01KEITH ROLE2014-06-18
0012012-01-01KEITH ROLE2013-07-08
0012011-01-01AERZEN USA CORP2012-06-27
0012010-01-01AERZEN USA CORP2011-05-31
0012009-01-01AERZEN USA CORP

Financial Data on AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,959,765
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,332,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,282,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,039,391
Value of total assets at end of year2023-12-31$13,200,369
Value of total assets at beginning of year2023-12-31$10,573,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$50,345
Total interest from all sources2023-12-31$28,042
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$240,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$240,136
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,304,224
Participant contributions at end of year2023-12-31$258,037
Participant contributions at beginning of year2023-12-31$292,654
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$338,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,626,897
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,200,369
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,573,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$27,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,279,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,498,807
Interest on participant loans2023-12-31$14,230
Interest earned on other investments2023-12-31$13,812
Value of interest in common/collective trusts at end of year2023-12-31$12,688
Value of interest in common/collective trusts at beginning of year2023-12-31$12,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$650,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$769,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,651,758
Net investment gain or loss from common/collective trusts2023-12-31$438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$396,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,282,523
Contract administrator fees2023-12-31$22,648
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,959,765
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,332,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,282,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,039,391
Value of total assets at end of year2023-01-01$13,200,369
Value of total assets at beginning of year2023-01-01$10,573,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$50,345
Total interest from all sources2023-01-01$28,042
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$240,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$240,136
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,304,224
Participant contributions at end of year2023-01-01$258,037
Participant contributions at beginning of year2023-01-01$292,654
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$338,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,626,897
Value of net assets at end of year (total assets less liabilities)2023-01-01$13,200,369
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$10,573,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$27,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$12,279,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$9,498,807
Interest on participant loans2023-01-01$14,230
Interest earned on other investments2023-01-01$13,812
Value of interest in common/collective trusts at end of year2023-01-01$12,688
Value of interest in common/collective trusts at beginning of year2023-01-01$12,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$650,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$769,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,651,758
Net investment gain or loss from common/collective trusts2023-01-01$438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$396,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,282,523
Contract administrator fees2023-01-01$22,648
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-575,871
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$565,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$519,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,476,733
Value of total assets at end of year2022-12-31$10,573,472
Value of total assets at beginning of year2022-12-31$11,714,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,921
Total interest from all sources2022-12-31$24,192
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$189,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$189,364
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,067,254
Participant contributions at end of year2022-12-31$292,654
Participant contributions at beginning of year2022-12-31$272,576
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$77,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,141,510
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,573,472
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,714,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,498,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,393,824
Interest on participant loans2022-12-31$14,374
Interest earned on other investments2022-12-31$9,818
Value of interest in common/collective trusts at end of year2022-12-31$12,846
Value of interest in common/collective trusts at beginning of year2022-12-31$15,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$769,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,265,500
Net investment gain or loss from common/collective trusts2022-12-31$-660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$331,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$519,718
Contract administrator fees2022-12-31$20,690
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-575,871
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$565,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$519,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,476,733
Value of total assets at end of year2022-01-01$10,573,472
Value of total assets at beginning of year2022-01-01$11,714,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$45,921
Total interest from all sources2022-01-01$24,192
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$189,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$189,364
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,067,254
Participant contributions at end of year2022-01-01$292,654
Participant contributions at beginning of year2022-01-01$272,576
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$77,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,141,510
Value of net assets at end of year (total assets less liabilities)2022-01-01$10,573,472
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,714,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$25,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$9,498,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$11,393,824
Interest on participant loans2022-01-01$14,374
Interest earned on other investments2022-01-01$9,818
Value of interest in common/collective trusts at end of year2022-01-01$12,846
Value of interest in common/collective trusts at beginning of year2022-01-01$15,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$769,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$32,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,265,500
Net investment gain or loss from common/collective trusts2022-01-01$-660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$331,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$519,718
Contract administrator fees2022-01-01$20,690
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,788,258
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$790,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$750,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,390,511
Value of total assets at end of year2021-12-31$11,714,982
Value of total assets at beginning of year2021-12-31$9,717,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,183
Total interest from all sources2021-12-31$14,228
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$182,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$182,090
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$709,674
Participant contributions at end of year2021-12-31$272,576
Participant contributions at beginning of year2021-12-31$281,731
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$160,238
Other income not declared elsewhere2021-12-31$2,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,997,497
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,714,982
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,717,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,393,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,435,754
Interest on participant loans2021-12-31$13,768
Interest earned on other investments2021-12-31$460
Value of interest in common/collective trusts at end of year2021-12-31$15,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,198,560
Net investment gain or loss from common/collective trusts2021-12-31$406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$520,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$750,578
Contract administrator fees2021-12-31$21,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2009 : AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST

2023: AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2009: AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered218
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1