Plan5500

Sick Usa Retirement Savings Plan — Form 5500 plan (Sick, 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, Sick Usa Retirement Savings Plan is a benefit plan reported by Sick, Inc. under EIN 41-0970193 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,087 participants and $195,284,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sick, Inc.
EIN
41-0970193
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
1,087
End-of-year plan assets
$195,284,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,087H, C20241014165719NAL0015328643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$195,284,261
Total liabilities (EOY)
$0
Net assets (EOY)
$195,284,261
Net assets (BOY)
$156,052,474

Income & contributions

Employer contributions
$10,549,826
Participant contributions
$10,146,212
Total contributions
$21,464,015
Total income / additions
$50,261,176

Expenses & distributions

Benefits paid
$10,887,521
Administrative expenses
$141,868
Total expenses
$11,029,389
Net increase / (decrease)
$39,231,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$79,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$52,178$02023
WipfliACCOUNTANT/AUDITOR$10,690not reported in the loaded dataset2023

Related Form 5500 pages