2023 Form 5500 filing — Si Group, Inc. Retirement And Savings 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 20240927125559NAL0003709952001) for Si Group, Inc. Retirement And Savings Plan, reported by Si Group, Inc. under EIN 14-1041790 and plan number 002. It reports 1,278 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)$179.6MReported net assets$179,573,759
Participants1.3K1,278
Provider compensation$261.7K3 Schedule C row(s)$261,712
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927125559NAL0003709952001
Plan sponsor
Si Group, Inc.
EIN
14-1041790
Plan number
002
Location
The Woodlands, TX
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)$179.6M total assets
Net assets$179.6MLiabilities$0
Money in vs. money out
Total income / additions$44.4M
Total expenses$17.3M
Benefits paid / distributions$17M
Contributions
Employer$8.9M
Participant$9.1M
Full reported line items
Total assets (EOY)
$179,573,759
Total liabilities (EOY)
$0
Net assets (EOY)
$179,573,759
Employer contributions
$8,936,288
Participant contributions
$9,062,356
Total income / additions
$44,368,375
Benefits paid
$16,992,034
Administrative expenses
$261,637
Total expenses
$17,261,776
Net increase / (decrease)
$27,106,599
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY EMPLOYER · Direct $141.2K · Indirect $0
  2. 2
    RETIANED BY EMPLOYER · Direct $103.9K
  3. 3
    RETAINED BY EMPLOYER · Direct $16.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927125559NAL0003709952001 cover?
It is the 2023 Form 5500 filing for Si Group, Inc. Retirement And Savings Plan, reported by Si Group, Inc. (EIN 14-1041790).
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