Sihle Insurance Group, Inc. Savings Plan — Form 5500 plan (Sihle Insurance Group, 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, Sihle Insurance Group, Inc. Savings Plan is a benefit plan reported by Sihle Insurance Group, Inc. under EIN 59-1619274 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $4,956,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sihle Insurance Group, Inc.
- EIN
- 59-1619274
- Plan number
- 001
- Plan type
- 2
- Location
- Altamonte Springs, FL
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $4,956,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20250204091321NAL0008284785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,956,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,956,057
- Net assets (BOY)
- $4,031,005
Income & contributions
- Employer contributions
- $110,336
- Participant contributions
- $382,207
- Total contributions
- $611,088
- Total income / additions
- $1,142,593
Expenses & distributions
- Benefits paid
- $198,290
- Administrative expenses
- $19,251
- Total expenses
- $217,541
- Net increase / (decrease)
- $925,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bison Wealth LLC | INVESTMENT ADVISOR | $12,738 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,656 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $857 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sihle Insurance Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Altamonte Springs, FL
- Bison Wealth LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation