2023 Form 5500 filing — Superior Electric Great Lakes 401(K) 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 20240809131921NAL0003468451001) for Superior Electric Great Lakes 401(K) Plan, reported by Superior Electric Great Lakes Company under EIN 31-1330769 and plan number 001. It reports 149 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)$24.2MReported net assets$24,197,420
Participants149
Provider compensation$66.7K3 Schedule C row(s)$66,696
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240809131921NAL0003468451001
Plan sponsor
Superior Electric Great Lakes Company
EIN
31-1330769
Plan number
001
Location
Troy, MI
Received date
not reported in the loaded dataset
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)$24.2M total assets
Net assets$24.2MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$1.9M
Participant$2M
Full reported line items
Total assets (EOY)
$24,197,420
Total liabilities (EOY)
$0
Net assets (EOY)
$24,197,420
Employer contributions
$1,911,775
Participant contributions
$2,044,455
Total income / additions
$9,377,815
Benefits paid
$3,754,311
Administrative expenses
$53,300
Total expenses
$3,807,611
Net increase / (decrease)
$5,570,204

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
CaptrustN/A$39,836not reported in the loaded dataset
Sentinel Benefits Group, Inc.N/A$18,523not reported in the loaded dataset
Charles Schwab Trust CompanyN/A$8,337not reported in the loaded dataset

Related Form 5500 pages