Skyline Security Management 401(K) Plan — Form 5500 plan (Skyline Security Management, 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, Skyline Security Management 401(K) Plan is a benefit plan reported by Skyline Security Management, Inc. under EIN 20-1748419 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $2,172,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Skyline Security Management, Inc.
EIN
20-1748419
Plan number
001
Plan type
2
Location
Downey, CA
Latest filing year
2023
Participants
148
End-of-year plan assets
$2,172,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240930104000NAL0009249344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,172,465
Total liabilities (EOY)
$0
Net assets (EOY)
$2,172,465
Net assets (BOY)
$1,589,560

Income & contributions

Employer contributions
$215,510
Participant contributions
$288,806
Total contributions
$507,115
Total income / additions
$792,611

Expenses & distributions

Benefits paid
$219,792
Administrative expenses
$17,241
Total expenses
$237,033
Net increase / (decrease)
$555,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Three Bell Capital LLCINVESTMENT ADVISOR$12,459not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$4,693$02023
Empower Advisory Group, LLCINVESTMENT MGMT$89not reported in the loaded dataset2023

Related Form 5500 pages