2023 Form 5500 filing — Suse 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 20241015161909NAL0015066675001) for Suse 401(K) Plan, reported by Suse, LLC. under EIN 45-4703967 and plan number 001. It reports 894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161909NAL0015066675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suse, LLC.
- EIN
- 45-4703967
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,927,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,927,470
- Employer contributions
- $2,041,625
- Participant contributions
- $8,866,695
- Total income / additions
- $18,617,175
- Benefits paid
- $4,449,662
- Administrative expenses
- $140,631
- Total expenses
- $4,605,300
- Net increase / (decrease)
- $14,011,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,448 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $46,534 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $18,649 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset |