2023 Form 5500 filing — Sperry Rail, Inc. Savings & Investment 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 20240830111057NAL0031918210001) for Sperry Rail, Inc. Savings & Investment Plan, reported by Sperry Rail, Inc. under EIN 06-0917470 and plan number 002. It reports 430 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)$30.6MReported net assets$30,614,550

Participants430

Provider compensation$86.9K3 Schedule C row(s)$86,939

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240830111057NAL0031918210001
Plan sponsor: Sperry Rail, Inc.
EIN: 06-0917470
Plan number: 002
Location: Shelton, CT
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)$30.6M total assets

Net assets$30.6MLiabilities—

Money in vs. money out

Total income / additions$7.6M

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$526.7K

Participant$1.5M

Full reported line items

Total assets (EOY): $30,614,550
Net assets (EOY): $30,614,550
Employer contributions: $526,747
Participant contributions: $1,489,691
Total income / additions: $7,600,149
Benefits paid: $1,585,010
Administrative expenses: $86,939
Total expenses: $1,692,033
Net increase / (decrease): $5,908,116

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$66K
RECORD KEEPER · Direct $66K · Indirect $0
2
Fiducient Advisors LLC$20.9K
ADVISOR · Direct $20.9K
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830111057NAL0031918210001 cover?: It is the 2023 Form 5500 filing for Sperry Rail, Inc. Savings & Investment Plan, reported by Sperry Rail, Inc. (EIN 06-0917470).
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).