Fortis Lux Advantage 401(K) — 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, Fortis Lux Advantage 401(K) is a benefit plan reported by Slavic Integrated Administration Inc. under EIN 65-0608221 and plan number 009. The latest loaded filing year is 2023. The filing reports 133 participants and $1,066,229 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,066,229
Participants133Covered participants reported
Assets / participant$8KComputed: assets ÷ participants$8,017 (computed)
Provider compensationNone reported
Plan sponsor
Slavic Integrated Administration Inc.
EIN
65-0608221
Plan number
009
Plan type
3
Location
Boca Raton, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133I20240530115127NAL0013437409001
Schedule I · 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)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$755K
Total expenses$92.3K
Benefits paid / distributions$42.2K
Contributions
Employer$121.2K
Participant$507.3K
Full reported line items

Net assets

Total assets (EOY)
$1,066,229
Net assets (EOY)
$1,066,229
Net assets (BOY)
$365,243

Income & contributions

Employer contributions
$121,246
Participant contributions
$507,289
Total income / additions
$755,022

Expenses & distributions

Benefits paid
$42,206
Administrative expenses
$6,391
Total expenses
$92,325
Net increase / (decrease)
$662,697
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 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income6%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages