2023 Form 5500 filing — Srk Retirement Savings & Investment 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 20241014123802NAL0053546386001) for Srk Retirement Savings & Investment Plan, reported by Sumiriko Ohio, Inc. under EIN 34-1576708 and plan number 001. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123802NAL0053546386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sumiriko Ohio, Inc.
- EIN
- 34-1576708
- Plan number
- 001
- Location
- Bluffton, OH
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,672,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,672,620
- Employer contributions
- $864,434
- Participant contributions
- $2,745,394
- Total income / additions
- $12,219,867
- Benefits paid
- $5,232,281
- Administrative expenses
- $170,602
- Total expenses
- $5,412,836
- Net increase / (decrease)
- $6,807,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,946 | $0 |
| Deloitte & Touche Llp | ACCOUNTANT/AUDITOR | $50,798 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $44,250 | not reported in the loaded dataset |