Plan5500

Serigraph, Inc. 401(K) Savings Plan — Form 5500 plan (Serigraph, 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, Serigraph, Inc. 401(K) Savings Plan is a benefit plan reported by Serigraph, Inc. under EIN 39-1591367 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $75,897,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Serigraph, Inc.
EIN
39-1591367
Plan number
001
Plan type
2
Location
West Bend, WI
Latest filing year
2023
Participants
592
End-of-year plan assets
$75,897,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023592H, C20250405094831NAL0025537090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,897,700
Net assets (EOY)
$75,897,700
Net assets (BOY)
$72,323,383

Income & contributions

Employer contributions
$146,416
Participant contributions
$1,826,295
Total contributions
$1,972,712
Total income / additions
$12,238,576

Expenses & distributions

Benefits paid
$8,522,955
Administrative expenses
$140,892
Total expenses
$8,664,259
Net increase / (decrease)
$3,574,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis LLCINVESTMENT ADVISOR$86,950$02023
Associated Trust Company, N.A.NONE$53,942$02023

Related Form 5500 pages