Southern Research Institute 401(K) Plan — Form 5500 plan (Southern Research Institute)

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, Southern Research Institute 401(K) Plan is a benefit plan reported by Southern Research Institute under EIN 63-0288868 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,093 participants and $94,643,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Research Institute
EIN
63-0288868
Plan number
002
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
1,093
End-of-year plan assets
$94,643,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,093H, C20241010150623NAL0040591938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,643,948
Total liabilities (EOY)
$0
Net assets (EOY)
$94,643,948
Net assets (BOY)
$89,888,606

Income & contributions

Employer contributions
$1,555,250
Participant contributions
$1,344,870
Total contributions
$2,980,685
Total income / additions
$17,333,917

Expenses & distributions

Benefits paid
$12,312,504
Administrative expenses
$266,071
Total expenses
$12,578,575
Net increase / (decrease)
$4,755,342

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$200,571$02023
Sageview Advisory GroupNONE$65,500not reported in the loaded dataset2023

Related Form 5500 pages