The S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing Plan — Form 5500 plan (The S/L/A/M Collaborative, Inc.)
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 S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing Plan is a benefit plan reported by The S/L/A/M Collaborative, Inc. under EIN 06-0950562 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $65,427,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The S/L/A/M Collaborative, Inc.
- EIN
- 06-0950562
- Plan number
- 001
- Plan type
- 2
- Location
- Glastonbury, CT
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $65,427,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20240729081731NAL0018583537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,427,956
- Net assets (EOY)
- $65,427,956
- Net assets (BOY)
- $54,825,210
Income & contributions
- Employer contributions
- $823,177
- Participant contributions
- $2,991,642
- Total contributions
- $4,101,626
- Total income / additions
- $14,237,519
Expenses & distributions
- Benefits paid
- $3,604,526
- Administrative expenses
- $30,247
- Total expenses
- $3,634,773
- Net increase / (decrease)
- $10,602,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $88,353 | 2023 |
| Wells Thomas LLC | THIRD PARTY ADMINISTRATOR | $0 | $28,625 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $10,564 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $0 | $9,610 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,942 | $0 | 2023 |
| Voya Retirement Ins. And Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The S/L/A/M Collaborative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Glastonbury, CT
- Raymond James Financial Services — Schedule C compensation
- Wells Thomas LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Voya Retirement Ins. And Annuity Co — Schedule C compensation