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, S.I.R. Management, Inc. Retirement Plan And Trust is a benefit plan reported by S.I.R. Management, Inc. under EIN 36-3787439 and plan number 333. The latest loaded filing year is 2023. The filing reports 778 participants and $7,327,321 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,327,321
- Net assets (EOY)
- $7,327,321
- Net assets (BOY)
- $6,109,557
Income & contributions
- Employer contributions
- $37,025
- Participant contributions
- $308,657
- Total contributions
- $348,344
- Total income / additions
- $1,459,198
Expenses & distributions
- Benefits paid
- $179,323
- Administrative expenses
- $23,848
- Total expenses
- $241,434
- Net increase / (decrease)
- $1,217,764