Sbam Retirement Savings 401(K) Pooled Employer Plan — Form 5500 plan (Small Business Resource Center)
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, Sbam Retirement Savings 401(K) Pooled Employer Plan is a benefit plan reported by Small Business Resource Center under EIN 38-3042915 and plan number 333. The latest loaded filing year is 2023. The filing reports 381 participants and $10,834,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Small Business Resource Center
- EIN
- 38-3042915
- Plan number
- 333
- Plan type
- 3
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $10,834,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241204152505NAL0006740096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,834,293
- Total liabilities (EOY)
- $23,951
- Net assets (EOY)
- $10,810,342
- Net assets (BOY)
- $8,307,619
Income & contributions
- Employer contributions
- $517,897
- Participant contributions
- $1,220,561
- Total contributions
- $2,294,350
- Total income / additions
- $3,691,166
Expenses & distributions
- Benefits paid
- $1,095,140
- Administrative expenses
- $93,303
- Total expenses
- $1,188,443
- Net increase / (decrease)
- $2,502,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | TPA, RECORDKPR | $30,388 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $27,036 | $0 | 2023 |
| The O.N. Equity Sales Co. | INVESTMENT ADVISORY-PLAN | $16,701 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | INVESTMENT ADVISORY-PLAN | $13,009 | not reported in the loaded dataset | 2023 |
| Corecap Advisors | INVESTMENT ADVISORY-PLAN | $2,263 | not reported in the loaded dataset | 2023 |
| Mutual Securities, Inc. Of Calif. | OTHER SERVICES | $2,234 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $1,459 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | OTHER SERVICES | $133 | not reported in the loaded dataset | 2023 |
| Revalue LLC | OTHER SERVICES | $80 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Small Business Resource Center
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- The O.N. Equity Sales Co. — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Corecap Advisors — Schedule C compensation
- Mutual Securities, Inc. Of Calif. — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Revalue LLC — Schedule C compensation