2023 Form 5500 filing — Sirs 403(B) 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 20241009082129NAL0037251074001) for Sirs 403(B) Plan, reported by Southern Indiana Resource Solutions, Inc. under EIN 35-1152797 and plan number 001. It reports 200 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)$2.2MReported net assets$2,206,061
Participants200
Provider compensation$16.2K2 Schedule C row(s)$16,226
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009082129NAL0037251074001
Plan sponsor
Southern Indiana Resource Solutions, Inc.
EIN
35-1152797
Plan number
001
Location
Boonville, IN
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)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$536.9K
Total expenses$168.9K
Benefits paid / distributions$148.5K
Contributions
Employer$127.5K
Participant$132K
Full reported line items
Total assets (EOY)
$2,206,061
Total liabilities (EOY)
$0
Net assets (EOY)
$2,206,061
Employer contributions
$127,516
Participant contributions
$131,994
Total income / additions
$536,850
Benefits paid
$148,462
Administrative expenses
$20,473
Total expenses
$168,935
Net increase / (decrease)
$367,915
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $16.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009082129NAL0037251074001 cover?
It is the 2023 Form 5500 filing for Sirs 403(B) Plan, reported by Southern Indiana Resource Solutions, Inc. (EIN 35-1152797).
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