Suzuki School Retirement Savings Plan — Form 5500 plan (Suzuki Services, LLC)
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, Suzuki School Retirement Savings Plan is a benefit plan reported by Suzuki Services, LLC under EIN 81-3333713 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suzuki Services, LLC
- EIN
- 81-3333713
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20240603140512NAL0031534416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $1,612,432
Income & contributions
- Employer contributions
- $15,113
- Participant contributions
- $18,270
- Total contributions
- $106,384
- Total income / additions
- $199,852
Expenses & distributions
- Benefits paid
- $1,804,325
- Administrative expenses
- $7,959
- Total expenses
- $1,812,284
- Net increase / (decrease)
- -$1,612,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $7,152 | $0 | 2023 |
| Monterey Financial Partners | INVESTMENT ADVISOR | $3,672 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $2,606 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,389 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suzuki Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Monterey Financial Partners — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation