2023 Form 5500 filing — Srs Consulting, Inc 401k 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 20240830050605NAL0007001843001) for Srs Consulting, Inc 401k Profit Sharing Plan, reported by Srs Consulting, Inc under EIN 52-2372326 and plan number 001. It reports 263 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)$8.4MReported net assets$8,416,782
Participants263
Provider compensation$1.4K2 Schedule C row(s)$1,390
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830050605NAL0007001843001
Plan sponsor
Srs Consulting, Inc
EIN
52-2372326
Plan number
001
Location
Fremont, CA
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
EmployerNot reported
Participant$1M
Full reported line items
Total assets (EOY)
$8,416,782
Total liabilities (EOY)
$0
Net assets (EOY)
$8,416,782
Participant contributions
$1,004,548
Total income / additions
$2,276,088
Benefits paid
$1,158,504
Administrative expenses
$1,390
Total expenses
$1,166,030
Net increase / (decrease)
$1,110,058
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $1.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830050605NAL0007001843001 cover?
It is the 2023 Form 5500 filing for Srs Consulting, Inc 401k Profit Sharing Plan, reported by Srs Consulting, Inc (EIN 52-2372326).
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).

Related Form 5500 pages