Slavic Secure Pep — Form 5500 plan (Slavic Integrated Administration, 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, Slavic Secure Pep is a benefit plan reported by Slavic Integrated Administration, Inc. under EIN 65-0608221 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,742 participants and $37,997,301 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38MPlan net assets, end of year$37,997,301
Participants2.7KCovered participants reported2,742
Assets / participant$13.9KComputed: assets ÷ participants$13,858 (computed)
Provider compensation$225.1K2 Schedule C provider row(s)$225,088
Plan sponsor
Slavic Integrated Administration, Inc.
EIN
65-0608221
Plan number
001
Plan type
3
Location
Boca Raton, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,742H, C20241015155756NAL0029024273001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$38M total assets
Net assets$38MLiabilities$0
Money in vs. money out
Total income / additions$14.7M
Total expenses$3.1M
Benefits paid / distributions$2.8M
Contributions
Employer$1.9M
Participant$7.1M
Full reported line items

Net assets

Total assets (EOY)
$37,997,301
Total liabilities (EOY)
$0
Net assets (EOY)
$37,997,301
Net assets (BOY)
$19,403,884

Income & contributions

Employer contributions
$1,869,731
Participant contributions
$7,053,255
Total contributions
$10,032,912
Total income / additions
$14,656,393

Expenses & distributions

Benefits paid
$2,811,780
Administrative expenses
$225,092
Total expenses
$3,089,049
Net increase / (decrease)
$11,567,344
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$201,773not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpINVESTMENT ADVISOR$23,315not reported in the loaded dataset2023

Related Form 5500 pages