Plan5500

Srf Consulting Group, 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, Srf Consulting Group, Inc. (EIN 41-0847319) is a plan sponsor located in Minneapolis, MN with 3 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
41-0847319
Location
Minneapolis, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Srf Consulting Group, Inc.

  • 3 loaded plans hold $156.5M in reported assets.
  • The largest, Srf Consulting, Inc. Profit Sharing Plan, holds 58% of this company's reported plan assets.
  • Plans cover 1,383 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$154.8MSummed across loaded plans$154,838,751
Total reported assets$156.5M$156,475,510
Total reported participants1.4K1,383
Total reported liabilities$1.6M$1,636,759

Reported net position

Reported assets = net assets + liabilities (summed)$156.5M total assets
Net assets$154.8MLiabilities$1.6M
Contributions & income
Employer contributions$2.3M
Participant contributions$4.1M
Total income / additions$39.7M
Expenses & distributions
Benefits paid / distributions$10.4M
Total expenses$10.7M
Net increase / (decrease)$29M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%Srf Consulting, Inc. Profit Sharing Plan
Participants per plan461Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Srf Consulting, Inc. Profit Sharing Plan$90M
    Plan #001 · 478 participants · 2023
  2. 2
    Srf Consulting Group, Inc. Employee Stock Ownership Plan$66.5M
    Plan #003 · 571 participants · 2023
  3. 3
    Srf Consulting Group Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 334 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Srf Consulting Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Srf Consulting Group Inc. Employee Benefit Plan334 participants · 2No schedules
    View filing →
  2. 2023
    Srf Consulting, Inc. Profit Sharing Plan478 participants · 2Sch HSch C
    View filing →
  3. 2023
    Srf Consulting Group, Inc. Employee Stock Ownership Plan571 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Srf Consulting Group, Inc. report on Form 5500?
Srf Consulting Group, Inc. (EIN 41-0847319) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Srf Consulting Group, Inc.?
The Employer Identification Number (EIN) reported for Srf Consulting Group, Inc. is 41-0847319.
What is the latest Form 5500 filing year for Srf Consulting Group, Inc.?
The latest loaded Form 5500 filing year for Srf Consulting Group, Inc. is 2023.

Related Form 5500 pages