The Siemon Company 401(K) Profit Sharing Plan — Form 5500 plan (The Siemon Company)
Plain-English plan 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, The Siemon Company 401(K) Profit Sharing Plan is a benefit plan reported by The Siemon Company under EIN 06-0535180 and plan number 003. The latest loaded filing year is 2023. The filing reports 374 participants and $72,231,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Siemon Company
- EIN
- 06-0535180
- Plan number
- 003
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 374
- End-of-year plan assets
- $72,231,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20241010085844NAL0019837345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,231,202
- Net assets (EOY)
- $72,231,202
- Net assets (BOY)
- $64,812,982
Income & contributions
- Employer contributions
- $1,229,473
- Participant contributions
- $1,583,736
- Total contributions
- $2,813,209
- Total income / additions
- $12,683,224
Expenses & distributions
- Benefits paid
- $5,260,981
- Administrative expenses
- $4,023
- Total expenses
- $5,265,004
- Net increase / (decrease)
- $7,418,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret Ins And Annuity Co | RECORDKEEPER | $51,933 | $0 | 2023 |
| Scott Freeman Ret Plan Cons | TPA | $19,751 | $0 | 2023 |
| Royal Alliance Associates Inc | ADVISOR | $0 | $3,898 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Siemon Company
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Watertown, CT
- Prudential Ret Ins And Annuity Co — Schedule C compensation
- Scott Freeman Ret Plan Cons — Schedule C compensation
- Royal Alliance Associates Inc — Schedule C compensation