Plan5500

Suburban Collection 401(K) Plan — Form 5500 plan (Suburban Employee Services, LLC)

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, Suburban Collection 401(K) Plan is a benefit plan reported by Suburban Employee Services, LLC under EIN 38-3444754 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,743 participants and $62,256,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suburban Employee Services, LLC
EIN
38-3444754
Plan number
001
Plan type
3
Location
Troy, MI
Latest filing year
2023
Participants
1,743
End-of-year plan assets
$62,256,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,743H, C20241014165914NAL0026775137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,256,964
Total liabilities (EOY)
$113,982
Net assets (EOY)
$62,142,982
Net assets (BOY)
$54,290,920

Income & contributions

Employer contributions
$858,237
Participant contributions
$3,294,705
Total contributions
$4,454,329
Total income / additions
$14,604,722

Expenses & distributions

Benefits paid
$6,447,662
Administrative expenses
$304,998
Total expenses
$6,752,660
Net increase / (decrease)
$7,852,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$172,464$02023
Gregory J. Schwartz & Co., Inc.ADVISOR$132,534not reported in the loaded dataset2023

Related Form 5500 pages