2023 Form 5500 filing — Srf Consulting Group, Inc. Employee Stock Ownership 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 20250709145718NAL0007764848001) for Srf Consulting Group, Inc. Employee Stock Ownership Plan, reported by Srf Consulting Group, Inc. under EIN 41-0847319 and plan number 003. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$64.8MReported net assets$64,835,776
Participants571
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250709145718NAL0007764848001
Plan sponsor
Srf Consulting Group, Inc.
EIN
41-0847319
Plan number
003
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$66.5M total assets
Net assets$64.8MLiabilities$1.6M
Money in vs. money out
Total income / additions$13.5M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$66,472,535
Total liabilities (EOY)
$1,636,759
Net assets (EOY)
$64,835,776
Employer contributions
$1,300,000
Total income / additions
$13,544,002
Benefits paid
$1,920,147
Administrative expenses
$40
Total expenses
$1,971,707
Net increase / (decrease)
$11,572,295

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250709145718NAL0007764848001 cover?
It is the 2023 Form 5500 filing for Srf Consulting Group, Inc. Employee Stock Ownership Plan, reported by Srf Consulting Group, Inc. (EIN 41-0847319).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages