Srk Retirement Savings & Investment Plan — Form 5500 plan (Sumiriko Ohio, 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, Srk Retirement Savings & Investment Plan is a benefit plan reported by Sumiriko Ohio, Inc. under EIN 34-1576708 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $65,672,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sumiriko Ohio, Inc.
- EIN
- 34-1576708
- Plan number
- 001
- Plan type
- 2
- Location
- Bluffton, OH
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $65,672,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20241014123802NAL0053546386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,672,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,672,620
- Net assets (BOY)
- $58,865,589
Income & contributions
- Employer contributions
- $864,434
- Participant contributions
- $2,745,394
- Total contributions
- $3,629,020
- Total income / additions
- $12,219,867
Expenses & distributions
- Benefits paid
- $5,232,281
- Administrative expenses
- $170,602
- Total expenses
- $5,412,836
- Net increase / (decrease)
- $6,807,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,946 | $0 | 2023 |
| Deloitte & Touche Llp | ACCOUNTANT/AUDITOR | $50,798 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $44,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sumiriko Ohio, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Bluffton, OH
- Fidelity Investments Institutional — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation