2023 Form 5500 filing — Soprema-Convoy Usa 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 20241008081755NAL0028144096001) for Soprema-Convoy Usa 401(K) Plan, reported by Soprema, Inc. under EIN 34-1672818 and plan number 001. It reports 893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008081755NAL0028144096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Soprema, Inc.
- EIN
- 34-1672818
- Plan number
- 001
- Location
- Wadsworth, OH
- Participants
- 893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,078,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,078,313
- Employer contributions
- $1,666,339
- Participant contributions
- $3,315,258
- Total income / additions
- $11,468,167
- Benefits paid
- $3,456,123
- Administrative expenses
- $58,621
- Total expenses
- $3,514,744
- Net increase / (decrease)
- $7,953,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rea & Associates | CONTRACT ADMINISTRATOR | $0 | $18,393 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,320 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $4,666 | not reported in the loaded dataset |