2023 Form 5500 filing — S.I.R. Management, Inc. Retirement Plan And Trust
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 20241014122012NAL0044458960001) for S.I.R. Management, Inc. Retirement Plan And Trust, reported by S.I.R. Management, Inc. under EIN 36-3787439 and plan number 333. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122012NAL0044458960001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- S.I.R. Management, Inc.
- EIN
- 36-3787439
- Plan number
- 333
- Location
- Lincolnwood, IL
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,327,321
- Net assets (EOY)
- $7,327,321
- Employer contributions
- $37,025
- Participant contributions
- $308,657
- Total income / additions
- $1,459,198
- Benefits paid
- $179,323
- Administrative expenses
- $23,848
- Total expenses
- $241,434
- Net increase / (decrease)
- $1,217,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | SERVICE PROVIDER | $0 | $21,898 |