2023 Form 5500 filing — Sioux Chief 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 20241014090109NAL0045395216001) for Sioux Chief 401(K) Profit Sharing Plan, reported by Sioux Chief Manufacturing Company, Inc. under EIN 48-0631969 and plan number 001. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014090109NAL0045395216001
Filing year
2023
Form type
2
Plan sponsor
Sioux Chief Manufacturing Company, Inc.
EIN
48-0631969
Plan number
001
Location
Kansas City, MO
Participants
651
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,327,088
Total liabilities (EOY)
$0
Net assets (EOY)
$41,327,088
Employer contributions
$1,005,422
Participant contributions
$1,435,265
Total income / additions
$8,372,254
Benefits paid
$2,828,232
Administrative expenses
$126,400
Total expenses
$2,954,632
Net increase / (decrease)
$5,417,622
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Creative PlanningNONE$82,888not reported in the loaded dataset
Epic Retirement Plan ServicesNONE$43,512$0

Related Form 5500 pages