Social Current Retirement Plan — Form 5500 plan (Social Current)
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, Social Current Retirement Plan is a benefit plan reported by Social Current under EIN 39-1709925 and plan number 003. The latest loaded filing year is 2023. The filing reports 130 participants and $12,669,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Social Current
- EIN
- 39-1709925
- Plan number
- 003
- Plan type
- 2
- Location
- Sturtevant, WI
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $12,669,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241015160100NAL0015030835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,669,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,669,649
- Net assets (BOY)
- $10,718,273
Income & contributions
- Employer contributions
- $274,919
- Participant contributions
- $442,902
- Total contributions
- $721,100
- Total income / additions
- $2,648,271
Expenses & distributions
- Benefits paid
- $649,758
- Administrative expenses
- $45,056
- Total expenses
- $696,895
- Net increase / (decrease)
- $1,951,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $34,223 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Rps, Inc. | RECORDKEEPER | $10,833 | $0 | 2023 |