2023 Form 5500 filing — Syndicate Sales Inc. Team Members' 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 20241009123241NAL0009193971001) for Syndicate Sales Inc. Team Members' 401(K) Plan, reported by Syndicate Sales Inc. under EIN 35-6207887 and plan number 002. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123241NAL0009193971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Syndicate Sales Inc.
- EIN
- 35-6207887
- Plan number
- 002
- Location
- Kokomo, IN
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,199,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,199,117
- Employer contributions
- $238,410
- Participant contributions
- $787,258
- Total income / additions
- $2,599,563
- Benefits paid
- $518,919
- Administrative expenses
- $47,653
- Total expenses
- $566,572
- Net increase / (decrease)
- $2,032,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Procourse Fiduciary Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,072 | $0 |