2023 Form 5500 filing — Sio2 Medical Products, Inc. 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 20240919090301NAL0005866305001) for Sio2 Medical Products, Inc. 401(K) Plan, reported by Sio2 Medical Products, Inc. under EIN 45-3988647 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919090301NAL0005866305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sio2 Medical Products, Inc.
- EIN
- 45-3988647
- Plan number
- 001
- Location
- Auburn, AL
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,298,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,298,271
- Employer contributions
- $444,666
- Participant contributions
- $758,560
- Total income / additions
- $2,877,608
- Benefits paid
- $3,783,469
- Administrative expenses
- $55,463
- Total expenses
- $3,838,932
- Net increase / (decrease)
- -$961,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcdonald Financial Services LLC | INVESTMENT ADVISOR | $31,345 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,118 | $0 |