2023 Form 5500 filing — Sfcs 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 20240809093106NAL0010657904001) for Sfcs Retirement Savings Plan, reported by Sfcs Inc. under EIN 54-1443630 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.2MReported net assets$20,153,136

Participants136

Provider compensation$1001 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240809093106NAL0010657904001
Plan sponsor: Sfcs Inc.
EIN: 54-1443630
Plan number: 001
Location: Roanoke, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.2M total assets

Net assets$20.2MLiabilities$0

Money in vs. money out

Total income / additions$5.3M

Total expenses$2.9M

Benefits paid / distributions$2.9M

Contributions

Employer$392K

Participant$774.2K

Full reported line items

Total assets (EOY): $20,153,136
Total liabilities (EOY): $0
Net assets (EOY): $20,153,136
Employer contributions: $392,035
Participant contributions: $774,226
Total income / additions: $5,346,708
Benefits paid: $2,921,486
Administrative expenses: $101
Total expenses: $2,921,587
Net increase / (decrease): $2,425,121

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$100
RECORDKEEPER · Direct $100 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809093106NAL0010657904001 cover?: It is the 2023 Form 5500 filing for Sfcs Retirement Savings Plan, reported by Sfcs Inc. (EIN 54-1443630).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).