2023 Form 5500 filing — Specialist Resources Global, Inc. 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 20241223081841NAL0008582497001) for Specialist Resources Global, Inc. 401(K) Plan, reported by Specialist Resources Global, Inc. under EIN 46-3924802 and plan number 001. It reports 773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$30.6MReported net assets$30,570,007
Participants773
Provider compensation$73.9K3 Schedule C row(s)$73,897
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241223081841NAL0008582497001
- Plan sponsor
- Specialist Resources Global, Inc.
- EIN
- 46-3924802
- Plan number
- 001
- Location
- Franklin, TN
- 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)$30.6M total assets
Net assets$30.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,570,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,570,007
- Employer contributions
- $999,629
- Participant contributions
- $3,855,685
- Total income / additions
- $9,742,139
- Benefits paid
- $4,141,699
- Administrative expenses
- $73,898
- Total expenses
- $4,216,758
- Net increase / (decrease)
- $5,525,381
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $68,128 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $5,769 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |