Suhner Usa 401(K) Plan — Form 5500 plan (Suhner Manufacturing, 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, Suhner Usa 401(K) Plan is a benefit plan reported by Suhner Manufacturing, Inc. under EIN 58-1274165 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $6,968,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suhner Manufacturing, Inc.
- EIN
- 58-1274165
- Plan number
- 002
- Plan type
- 2
- Location
- Rome, GA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $6,968,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015160435NAL0016833523004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,968,810
- Net assets (EOY)
- $6,968,810
- Net assets (BOY)
- $6,681,105
Income & contributions
- Employer contributions
- $535,548
- Participant contributions
- $231,882
- Total contributions
- $792,909
- Total income / additions
- $1,386,899
Expenses & distributions
- Benefits paid
- $1,055,394
- Administrative expenses
- $43,800
- Total expenses
- $1,099,194
- Net increase / (decrease)
- $287,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,766 | $0 | 2023 |
| Janney Montgomery Scott, LLC | BROKER/ADVISOR | $0 | $18,704 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,341 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | OTHER | $3,083 | $0 | 2023 |
| Martin Martin Randall & Asso. Inc. | CONTRACT ADMIN | $0 | $3,082 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suhner Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Rome, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Janney Montgomery Scott, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation
- Martin Martin Randall & Asso. Inc. — Schedule C compensation