Sullivan Environmental Services 401k Plan — Form 5500 plan (Sullivan Environmental Services 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, Sullivan Environmental Services 401k Plan is a benefit plan reported by Sullivan Environmental Services Inc. under EIN 76-0484079 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,130 participants and $29,268,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sullivan Environmental Services Inc.
- EIN
- 76-0484079
- Plan number
- 001
- Plan type
- 2
- Location
- Galveston, TX
- Latest filing year
- 2023
- Participants
- 1,130
- End-of-year plan assets
- $29,268,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,130 | H, C | 20241021083501NAL0001308753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,268,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,268,257
- Net assets (BOY)
- $17,806,423
Income & contributions
- Employer contributions
- $2,140,480
- Participant contributions
- $5,546,807
- Total contributions
- $9,973,631
- Total income / additions
- $14,054,651
Expenses & distributions
- Benefits paid
- $2,450,076
- Administrative expenses
- $133,206
- Total expenses
- $2,592,817
- Net increase / (decrease)
- $11,461,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usca Ria LLC | ADVISOR | $60,705 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $59,542 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,959 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sullivan Environmental Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Galveston, TX
- Usca Ria LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation