Plan5500

Retirement Plan For Employees Of South Jersey Industries, Inc. — Form 5500 plan (South Jersey Industries, 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, Retirement Plan For Employees Of South Jersey Industries, Inc. is a benefit plan reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $92,538,774 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Jersey Industries, Inc.
EIN
22-1901645
Plan number
001
Plan type
3
Location
Folsom, NJ
Latest filing year
2023
Participants
395
End-of-year plan assets
$92,538,774

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H, C20250711161307NAL0004344803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,538,774
Total liabilities (EOY)
$740,545
Net assets (EOY)
$91,798,229
Net assets (BOY)
$83,127,010

Income & contributions

Total contributions
$0
Total income / additions
$15,652,168

Expenses & distributions

Benefits paid
$6,381,051
Administrative expenses
$599,898
Total expenses
$6,980,949
Net increase / (decrease)
$8,671,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Graystone ConsultingNONE$191,905not reported in the loaded dataset2023
Towers WatsonNONE$137,391not reported in the loaded dataset2023
Bank Of AmericaNONE$83,677not reported in the loaded dataset2023
MatrixNONE$42,510$02023
Bdo Usa, P.C.NONE$39,677not reported in the loaded dataset2023
Holland & KnightNONE$12,330not reported in the loaded dataset2023

Related Form 5500 pages