Sirchie 401(K) Plan — Form 5500 plan (Sirchie Acquisition Company, LLC)

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, Sirchie 401(K) Plan is a benefit plan reported by Sirchie Acquisition Company, LLC under EIN 26-1186682 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $4,126,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sirchie Acquisition Company, LLC
EIN
26-1186682
Plan number
001
Plan type
2
Location
Youngsville, NC
Latest filing year
2023
Participants
151
End-of-year plan assets
$4,126,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241015140657NAL0029911969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,126,733
Total liabilities (EOY)
$11,044
Net assets (EOY)
$4,115,689
Net assets (BOY)
$3,638,338

Income & contributions

Employer contributions
$51,445
Participant contributions
$172,719
Total contributions
$372,039
Total income / additions
$956,425

Expenses & distributions

Benefits paid
$456,168
Administrative expenses
$22,906
Total expenses
$479,074
Net increase / (decrease)
$477,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Quantitative Process, LLCBROKER$12,989not reported in the loaded dataset2023
The Vanguard Group,Inc.RECORDKEEPER$12,220not reported in the loaded dataset2023

Related Form 5500 pages