2023 Form 5500 filing — The Siemon Company 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 20241010085844NAL0019837345001) for The Siemon Company 401(K) Profit Sharing Plan, reported by The Siemon Company under EIN 06-0535180 and plan number 003. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085844NAL0019837345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Siemon Company
- EIN
- 06-0535180
- Plan number
- 003
- Location
- Watertown, CT
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,231,202
- Net assets (EOY)
- $72,231,202
- Employer contributions
- $1,229,473
- Participant contributions
- $1,583,736
- Total income / additions
- $12,683,224
- Benefits paid
- $5,260,981
- Administrative expenses
- $4,023
- Total expenses
- $5,265,004
- Net increase / (decrease)
- $7,418,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret Ins And Annuity Co | RECORDKEEPER | $51,933 | $0 |
| Scott Freeman Ret Plan Cons | TPA | $19,751 | $0 |
| Royal Alliance Associates Inc | ADVISOR | $0 | $3,898 |