2023 Form 5500 filing — Survitec Group Na 401(K) 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 20250627101434NAL0005449187001) for Survitec Group Na 401(K) Savings Plan, reported by Rfd Beaufort, Inc. under EIN 22-3443636 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627101434NAL0005449187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfd Beaufort, Inc.
- EIN
- 22-3443636
- Plan number
- 001
- Location
- Sharon Center, OH
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $71,755
- Participant contributions
- $78,988
- Total income / additions
- $590,529
- Benefits paid
- $167,517
- Administrative expenses
- $28,090
- Total expenses
- $195,607
- Net increase / (decrease)
- $394,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annutiy Inssurance Co | RECORDKEEPER | $21,446 | $0 |
| Marcum Wealth LLC | INVESTMENT ADVISOR | $6,644 | not reported in the loaded dataset |