2023 Form 5500 filing — Sibcy Cline, Inc. And Affiliated Companies 401(K) Profit Sharing 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 20240807141346NAL0003756337001) for Sibcy Cline, Inc. And Affiliated Companies 401(K) Profit Sharing Plan, reported by Sibcy Cline, Inc. under EIN 31-0592571 and plan number 002. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807141346NAL0003756337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sibcy Cline, Inc.
- EIN
- 31-0592571
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,888,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,888,311
- Employer contributions
- $365,260
- Participant contributions
- $880,248
- Total income / additions
- $6,323,672
- Benefits paid
- $9,366,442
- Administrative expenses
- $61,547
- Total expenses
- $9,427,989
- Net increase / (decrease)
- -$3,104,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | SERVICE PROVIDER | $41,881 | not reported in the loaded dataset |
| Latitude Services Company, Inc. | SERVICE PROVIDER | $8,470 | not reported in the loaded dataset |
| Barnes Denning | SERVICE PROVIDER | $8,000 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $148 | $0 |