Suse 401(K) Plan — Form 5500 plan (Suse, 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, Suse 401(K) Plan is a benefit plan reported by Suse, LLC. under EIN 45-4703967 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $45,927,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suse, LLC.
- EIN
- 45-4703967
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Grove, UT
- Latest filing year
- 2023
- Participants
- 894
- End-of-year plan assets
- $45,927,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 894 | H, C | 20241015161909NAL0015066675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,927,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,927,470
- Net assets (BOY)
- $31,915,595
Income & contributions
- Employer contributions
- $2,041,625
- Participant contributions
- $8,866,695
- Total contributions
- $12,097,641
- Total income / additions
- $18,617,175
Expenses & distributions
- Benefits paid
- $4,449,662
- Administrative expenses
- $140,631
- Total expenses
- $4,605,300
- Net increase / (decrease)
- $14,011,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,448 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $46,534 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $18,649 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suse, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Pleasant Grove, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation