2023 Form 5500 filing — Sila Solutions Group 401(K) Profit Sharing 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 20241108142705NAL0011669169001) for Sila Solutions Group 401(K) Profit Sharing Plan, reported by Sila Solutions Group under EIN 20-1131549 and plan number 001. It reports 189 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$19,357,743
Participants189
Provider compensation$75.3K6 Schedule C row(s)$75,295
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241108142705NAL0011669169001
Plan sponsor
Sila Solutions Group
EIN
20-1131549
Plan number
001
Location
Great Falls, VA
Received date
not reported in the loaded dataset
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$5.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$306.6K
Participant$916.2K
Full reported line items
Total assets (EOY)
$19,357,743
Total liabilities (EOY)
$0
Net assets (EOY)
$19,357,743
Employer contributions
$306,641
Participant contributions
$916,229
Total income / additions
$5,158,078
Benefits paid
$1,177,606
Administrative expenses
$57,722
Total expenses
$1,235,328
Net increase / (decrease)
$3,922,750

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial CorporationINV ADVISORY - PLAN$5,228$21,165
Global Retirement Partners LLCINV ADVISORY - PLAN$17,351not reported in the loaded dataset
Transamerica Ret. Solutions LLCRECORDKEEPER$14,607$0
Kaiser Scherer & SchlegelAUDIT$13,905not reported in the loaded dataset
Mesirow Financial, Inc.INV ADVISORY - PLAN$1,882not reported in the loaded dataset
Creative Retirement Systems, Inc.RECORDKEEPER/TPA$650$507

Related Form 5500 pages