2023 Form 5500 filing — Solu Technology Partners 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 20240910125653NAL0006894609001) for Solu Technology Partners 401(K) Plan, reported by Clf Ontario, Inc. D/B/A Solu Technology Partners under EIN 26-1661474 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910125653NAL0006894609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clf Ontario, Inc. D/B/A Solu Technology Partners
- EIN
- 26-1661474
- Plan number
- 001
- Location
- Victor, NY
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,580,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,580,706
- Employer contributions
- $190,935
- Participant contributions
- $1,707,846
- Total income / additions
- $4,785,493
- Benefits paid
- $923,280
- Administrative expenses
- $0
- Total expenses
- $923,280
- Net increase / (decrease)
- $3,862,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | BROKER | $41,582 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $33,676 | $3,582 |
| Benefit Plans Admin Service | TPA | $2,040 | not reported in the loaded dataset |