2023 Form 5500 filing — Sdpmna Savings And Retirement 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 20240809125641NAL0003464963003) for Sdpmna Savings And Retirement Plan, reported by Sumitomo Shi Demag Plastics Machinery N America Inc. under EIN 58-1396267 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809125641NAL0003464963003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sumitomo Shi Demag Plastics Machinery N America Inc.
- EIN
- 58-1396267
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,943,229
- Net assets (EOY)
- $20,943,229
- Employer contributions
- $271,635
- Participant contributions
- $739,548
- Total income / additions
- $4,934,873
- Benefits paid
- $2,200,913
- Administrative expenses
- $23,904
- Total expenses
- $2,244,726
- Net increase / (decrease)
- $2,690,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Windham Brannon, LLC | AUDITING | $15,000 | not reported in the loaded dataset |
| Global Retirement Partners LLC | CONSULTING | $8,000 | not reported in the loaded dataset |