2023 Form 5500 filing — Sihle Insurance Group, Inc. Savings 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 20250204091321NAL0008284785001) for Sihle Insurance Group, Inc. Savings Plan, reported by Sihle Insurance Group, Inc. under EIN 59-1619274 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204091321NAL0008284785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sihle Insurance Group, Inc.
- EIN
- 59-1619274
- Plan number
- 001
- Location
- Altamonte Springs, FL
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,956,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,956,057
- Employer contributions
- $110,336
- Participant contributions
- $382,207
- Total income / additions
- $1,142,593
- Benefits paid
- $198,290
- Administrative expenses
- $19,251
- Total expenses
- $217,541
- Net increase / (decrease)
- $925,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bison Wealth LLC | INVESTMENT ADVISOR | $12,738 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,656 | $0 |
| Envestnet Retirement Solutions, LLC | OTHER | $857 | not reported in the loaded dataset |