Service Filtration Corporation 401(K) Plan — Form 5500 plan (Service Filtration Corporation)
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, Service Filtration Corporation 401(K) Plan is a benefit plan reported by Service Filtration Corporation under EIN 36-2470050 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $13,540,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Filtration Corporation
- EIN
- 36-2470050
- Plan number
- 002
- Plan type
- 2
- Location
- Northbrook, IL
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $13,540,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20240904104203NAL0040935778001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,540,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,540,264
- Net assets (BOY)
- $13,323,123
Income & contributions
- Employer contributions
- $217,871
- Participant contributions
- $820,221
- Total contributions
- $1,097,774
- Total income / additions
- $3,025,879
Expenses & distributions
- Benefits paid
- $2,726,067
- Administrative expenses
- $53,067
- Total expenses
- $2,808,738
- Net increase / (decrease)
- $217,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | AUDITOR | $22,835 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,652 | $0 | 2023 |
| Raymond James Insurance Group Inc | BROKER/ADVISER | $0 | $7,211 | 2023 |
| Service Filtration Corp Dba Serfilc | AUDITOR | $6,130 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $4,451 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Filtration Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northbrook, IL
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Raymond James Insurance Group Inc — Schedule C compensation
- Service Filtration Corp Dba Serfilc — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation