Sitex Corporation Team Members Retirement Plan — Form 5500 plan (Sitex Corporation)
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, Sitex Corporation Team Members Retirement Plan is a benefit plan reported by Sitex Corporation under EIN 61-0623806 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $5,231,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sitex Corporation
- EIN
- 61-0623806
- Plan number
- 001
- Plan type
- 2
- Location
- Henderson, KY
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $5,231,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241223112127NAL0005850435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,231,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,231,487
- Net assets (BOY)
- $4,322,651
Income & contributions
- Employer contributions
- $190,038
- Participant contributions
- $362,718
- Total contributions
- $552,756
- Total income / additions
- $1,227,099
Expenses & distributions
- Benefits paid
- $262,873
- Administrative expenses
- $55,390
- Total expenses
- $318,263
- Net increase / (decrease)
- $908,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company N.A. | RECORDKEEPER | $27,011 | $1,828 | 2023 |
| Hilliard Lyons | FINANCIAL ADVISOR | $22,986 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants | TPA | $4,500 | not reported in the loaded dataset | 2023 |