2023 Form 5500 filing — Srk Consulting (U. S.), Inc 401(K) 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 20240919181003NAL0011120480001) for Srk Consulting (U. S.), Inc 401(K) Profit Sharing Plan, reported by Srk Consulting (U.S.), Inc. under EIN 84-0816430 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240919181003NAL0011120480001
Filing year
2023
Form type
2
Plan sponsor
Srk Consulting (U.S.), Inc.
EIN
84-0816430
Plan number
001
Location
Denver, CO
Participants
187
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,884,001
Total liabilities (EOY)
$0
Net assets (EOY)
$19,884,001
Employer contributions
$725,614
Participant contributions
$1,454,675
Total income / additions
$4,874,890
Benefits paid
$881,846
Administrative expenses
$47,677
Total expenses
$929,523
Net increase / (decrease)
$3,945,367
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aveo Capital Partners, LLCINVESTMENT ADVISOR$43,873not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$14,443not reported in the loaded dataset

Related Form 5500 pages