S.I.R. Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, S.I.R. Management, Inc. (EIN 36-3787439) is a plan sponsor located in Lincolnwood, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3787439
Location
Lincolnwood, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,327,321
Total reported net assets (EOY)
$7,327,321

Contributions & income

Employer contributions
$37,025
Participant contributions
$308,657
Total income / additions
$1,459,198

Expenses & distributions

Benefits paid / distributions
$179,323
Total expenses
$241,434
Net increase / (decrease)
$1,217,764

Coverage

Total reported participants
1,110
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

S.I.R. Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
S.I.R. Management, Inc. Retirement Plan And Trust333778$7,327,3212023
S.I.R. Management, Inc. Employee Benefits Plan502332not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for S.I.R. Management, Inc.
YearPlanParticipantsSchedulesFiling
2023S.I.R. Management, Inc. Retirement Plan And Trust778H, C20241014122012NAL0044458960001
2023S.I.R. Management, Inc. Employee Benefits Plan33220241014144506NAL0013471699001

Related Form 5500 pages