2023 Form 5500 filing — Structural Integrity Associates 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 20241014182126NAL0015411891001) for Structural Integrity Associates 401(K) Plan, reported by Structural Integrity Associates, Inc. under EIN 94-2872355 and plan number 004. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182126NAL0015411891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Structural Integrity Associates, Inc.
- EIN
- 94-2872355
- Plan number
- 004
- Location
- Huntersvile, NC
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,359,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,359,841
- Employer contributions
- $670,774
- Participant contributions
- $2,486,580
- Total income / additions
- $17,071,544
- Benefits paid
- $1,589,974
- Administrative expenses
- $1,665
- Total expenses
- $1,591,639
- Net increase / (decrease)
- $15,479,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneywise, Inc. | NONE | $9,424 | not reported in the loaded dataset |
| Summitry LLC | NONE | $6,276 | not reported in the loaded dataset |
| Hbk Sorce Advisory, LLC | NONE | $2,426 | not reported in the loaded dataset |
| Benefit Plans Admin Services, Inc. | RECORDKEEPING | $1,665 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,485 | $0 |