2023 Form 5500 filing — Social Current Retirement 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 20241015160100NAL0015030835001) for Social Current Retirement Plan, reported by Social Current under EIN 39-1709925 and plan number 003. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160100NAL0015030835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Social Current
- EIN
- 39-1709925
- Plan number
- 003
- Location
- Sturtevant, WI
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,669,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,669,649
- Employer contributions
- $274,919
- Participant contributions
- $442,902
- Total income / additions
- $2,648,271
- Benefits paid
- $649,758
- Administrative expenses
- $45,056
- Total expenses
- $696,895
- Net increase / (decrease)
- $1,951,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $34,223 | not reported in the loaded dataset |
| T. Rowe Price Rps, Inc. | RECORDKEEPER | $10,833 | $0 |