Superior Inc & Affiliates 401(K) Plan — Form 5500 plan (Superior, 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, Superior Inc & Affiliates 401(K) Plan is a benefit plan reported by Superior, Inc. under EIN 71-0568778 and plan number 001. The latest loaded filing year is 2023. The filing reports 810 participants and $27,751,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Superior, Inc.
- EIN
- 71-0568778
- Plan number
- 001
- Plan type
- 3
- Location
- Fayetteville, AR
- Latest filing year
- 2023
- Participants
- 810
- End-of-year plan assets
- $27,751,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 810 | H, C | 20241015185342NAL0029430705004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,751,181
- Total liabilities (EOY)
- $264,311
- Net assets (EOY)
- $27,486,870
- Net assets (BOY)
- $19,213,858
Income & contributions
- Employer contributions
- $589,558
- Participant contributions
- $2,669,958
- Total contributions
- $3,290,069
- Total income / additions
- $7,501,285
Expenses & distributions
- Benefits paid
- $1,959,660
- Administrative expenses
- $171,947
- Total expenses
- $2,317,569
- Net increase / (decrease)
- $5,183,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Insurance | INVESTMENT ADVISOR | $150,039 | $0 | 2023 |
| Arvest Insurance Inc | INVESTMENT ADVISOR | $0 | $47,457 | 2023 |
| Nationwide Insurance | INVESTMENT ADVISOR | $0 | $18,040 | 2023 |
| Definiti, LLC | TPA | $17,489 | $0 | 2023 |
| Definiti, LLC | TPA | $0 | $12,765 | 2023 |
| Nationwide Insurance | INVESTMENT ADVISOR | $0 | $6,057 | 2023 |
| Principal Life Insurance Company | TPA | $4,419 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Superior, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Fayetteville, AR
- Nationwide Insurance — Schedule C compensation
- Arvest Insurance Inc — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation