Superior Industrial Solutions, Inc. Retirement Plan — Form 5500 plan (Superior Industrial Solutions, 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, Superior Industrial Solutions, Inc. Retirement Plan is a benefit plan reported by Superior Industrial Solutions, Inc. under EIN 35-0697390 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $39,978,897 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40MPlan net assets, end of year$39,978,897
Participants410Covered participants reported
Assets / participant$97.5KComputed: assets ÷ participants$97,510 (computed)
Provider compensation$17.3K2 Schedule C provider row(s)$17,334
Plan sponsor
Superior Industrial Solutions, Inc.
EIN
35-0697390
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023410H, C20240906072118NAL0000508259001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40M total assets
Net assets$40MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$0
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$39,978,897
Total liabilities (EOY)
$0
Net assets (EOY)
$39,978,897
Net assets (BOY)
$33,114,620

Income & contributions

Employer contributions
$0
Participant contributions
$2,618,759
Total contributions
$2,692,259
Total income / additions
$8,612,738

Expenses & distributions

Benefits paid
$4,093,681
Administrative expenses
$17,334
Total expenses
$4,111,015
Net increase / (decrease)
$4,501,723
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$15,634not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,700$02023

Related Form 5500 pages