2023 Form 5500 filing — Suhner Usa 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 20241015160435NAL0016833523004) for Suhner Usa 401(K) Plan, reported by Suhner Manufacturing, Inc. under EIN 58-1274165 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160435NAL0016833523004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suhner Manufacturing, Inc.
- EIN
- 58-1274165
- Plan number
- 002
- Location
- Rome, GA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,968,810
- Net assets (EOY)
- $6,968,810
- Employer contributions
- $535,548
- Participant contributions
- $231,882
- Total income / additions
- $1,386,899
- Benefits paid
- $1,055,394
- Administrative expenses
- $43,800
- Total expenses
- $1,099,194
- Net increase / (decrease)
- $287,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,766 | $0 |
| Janney Montgomery Scott, LLC | BROKER/ADVISOR | $0 | $18,704 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,341 | $0 |
| Mesirow Financial Investment Mgmt | OTHER | $3,083 | $0 |
| Martin Martin Randall & Asso. Inc. | CONTRACT ADMIN | $0 | $3,082 |