2023 Form 5500 filing — Southeastern Kentucky Rehabilitation Industries, Inc. 401(K) 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 20241014145120NAL0015139027001) for Southeastern Kentucky Rehabilitation Industries, Inc. 401(K) Plan, reported by Southeastern Kentucky Rehabilitation Industries, Inc. under EIN 61-0725475 and plan number 001. It reports 656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.7MReported net assets$6,680,883
Participants656
Provider compensation$64.1K3 Schedule C row(s)$64,089
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014145120NAL0015139027001
- Plan sponsor
- Southeastern Kentucky Rehabilitation Industries, Inc.
- EIN
- 61-0725475
- Plan number
- 001
- Location
- Corbin, KY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$6.7K
Full reported line items
- Total assets (EOY)
- $6,687,626
- Total liabilities (EOY)
- $6,743
- Net assets (EOY)
- $6,680,883
- Employer contributions
- $279,352
- Participant contributions
- $409,694
- Total income / additions
- $1,779,705
- Benefits paid
- $693,139
- Administrative expenses
- $65,120
- Total expenses
- $758,259
- Net increase / (decrease)
- $1,021,446
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,752 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $23,796 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,541 | not reported in the loaded dataset |