2023 Form 5500 filing — Sri International Retirement 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 20241010164424NAL0020549921001) for Sri International Retirement Savings Plan, reported by Sri International under EIN 94-1160950 and plan number 004. It reports 3,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164424NAL0020549921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sri International
- EIN
- 94-1160950
- Plan number
- 004
- Location
- Menlo Park, CA
- Participants
- 3,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $731,433,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $731,433,277
- Employer contributions
- $2,460,953
- Participant contributions
- $12,996,335
- Total income / additions
- $114,195,314
- Benefits paid
- $37,834,561
- Administrative expenses
- $48,855
- Total expenses
- $37,895,120
- Net increase / (decrease)
- $76,300,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Cpas P.C. | NONE | $47,080 | not reported in the loaded dataset |
| Tiaa | NONE | $1,775 | $0 |