Sio2 Medical Products, Inc. 401(K) Plan — Form 5500 plan (Sio2 Medical Products, 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, Sio2 Medical Products, Inc. 401(K) Plan is a benefit plan reported by Sio2 Medical Products, Inc. under EIN 45-3988647 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $8,298,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sio2 Medical Products, Inc.
EIN
45-3988647
Plan number
001
Plan type
2
Location
Auburn, AL
Latest filing year
2023
Participants
317
End-of-year plan assets
$8,298,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20240919090301NAL0005866305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,298,271
Total liabilities (EOY)
$0
Net assets (EOY)
$8,298,271
Net assets (BOY)
$9,259,595

Income & contributions

Employer contributions
$444,666
Participant contributions
$758,560
Total contributions
$1,207,236
Total income / additions
$2,877,608

Expenses & distributions

Benefits paid
$3,783,469
Administrative expenses
$55,463
Total expenses
$3,838,932
Net increase / (decrease)
-$961,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcdonald Financial Services LLCINVESTMENT ADVISOR$31,345not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$24,118$02023

Related Form 5500 pages