2023 Form 5500 filing — Sertoma Centre Inc. Defined Contribution 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 20241202154800NAL0001760465001) for Sertoma Centre Inc. Defined Contribution Plan, reported by Sertoma Centre Inc. under EIN 36-2720586 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202154800NAL0001760465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sertoma Centre Inc.
- EIN
- 36-2720586
- Plan number
- 001
- Location
- Alsip, IL
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,787,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,787,046
- Employer contributions
- $198,673
- Participant contributions
- $327,388
- Total income / additions
- $1,324,499
- Benefits paid
- $311,418
- Administrative expenses
- $36,593
- Total expenses
- $348,011
- Net increase / (decrease)
- $976,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $23,888 | $0 |
| Faro Advisory | ADVISOR | $10,166 | not reported in the loaded dataset |
| Centric Wealth Management LLC | ADVISOR | $3,563 | not reported in the loaded dataset |