2023 Form 5500 filing — Sifco Industries, Inc. Employees' 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 20241015142822NAL0029976017001) for Sifco Industries, Inc. Employees' 401(K) Plan, reported by Sifco Industries, Inc. under EIN 34-0553950 and plan number 006. It reports 269 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)$19.4MReported net assets$19,446,064
Participants269
Provider compensation$65.4K4 Schedule C row(s)$65,380
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142822NAL0029976017001
Plan sponsor
Sifco Industries, Inc.
EIN
34-0553950
Plan number
006
Location
Cleveland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$19.4M total assets
Net assets$19.4MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$481.9K
Participant$910.6K
Full reported line items
Total assets (EOY)
$19,446,064
Total liabilities (EOY)
$0
Net assets (EOY)
$19,446,064
Employer contributions
$481,938
Participant contributions
$910,585
Total income / additions
$4,004,133
Benefits paid
$1,606,140
Administrative expenses
$63,129
Total expenses
$1,679,004
Net increase / (decrease)
$2,325,129
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $34.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $24.8K
  3. 3
    INVESTMENT MGMT · Direct $5.8K
  4. 4
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142822NAL0029976017001 cover?
It is the 2023 Form 5500 filing for Sifco Industries, Inc. Employees' 401(K) Plan, reported by Sifco Industries, Inc. (EIN 34-0553950).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages