2023 Form 5500 filing — Safety Rail Company 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 20241014091228NAL0013044163001) for Safety Rail Company Retirement Savings Plan, reported by Safety Rail Company, LLC under EIN 27-5131245 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091228NAL0013044163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safety Rail Company, LLC
- EIN
- 27-5131245
- Plan number
- 001
- Location
- Spring Park, MN
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,230,669
- Total liabilities (EOY)
- $130
- Net assets (EOY)
- $4,230,539
- Employer contributions
- $345,710
- Participant contributions
- $490,035
- Total income / additions
- $1,647,732
- Benefits paid
- $388,732
- Administrative expenses
- $38,074
- Total expenses
- $426,806
- Net increase / (decrease)
- $1,220,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,158 | $0 |
| Cetera Advisor Networks Insurance S | OTHER SERVICES | $0 | $272 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |