2023 Form 5500 filing — Sani-Matic, Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711084501NAL0010219075001) for Sani-Matic, Inc. Retirement Savings Plan, reported by Sani-Matic, Inc. under EIN 39-2044486 and plan number 007. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711084501NAL0010219075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sani-Matic, Inc.
- EIN
- 39-2044486
- Plan number
- 007
- Location
- Sun Prairie, WI
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,840,655
- Net assets (EOY)
- $18,840,655
- Employer contributions
- $207,908
- Participant contributions
- $1,148,948
- Total income / additions
- $4,306,014
- Benefits paid
- $512,183
- Administrative expenses
- $58,565
- Total expenses
- $570,748
- Net increase / (decrease)
- $3,735,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors | INVESTMENT ADVISORY-PLAN | $43,920 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $14,644 | $0 |