Plan5500

Srk Consulting (U. S.), Inc 401(K) Profit Sharing Plan — Form 5500 plan (Srk Consulting (U.S.), 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, Srk Consulting (U. S.), Inc 401(K) Profit Sharing Plan is a benefit plan reported by Srk Consulting (U.S.), Inc. under EIN 84-0816430 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $19,884,001 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Srk Consulting (U.S.), Inc.
EIN
84-0816430
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
187
End-of-year plan assets
$19,884,001

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20240919181003NAL0011120480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,884,001
Total liabilities (EOY)
$0
Net assets (EOY)
$19,884,001
Net assets (BOY)
$15,938,634

Income & contributions

Employer contributions
$725,614
Participant contributions
$1,454,675
Total contributions
$2,303,960
Total income / additions
$4,874,890

Expenses & distributions

Benefits paid
$881,846
Administrative expenses
$47,677
Total expenses
$929,523
Net increase / (decrease)
$3,945,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aveo Capital Partners, LLCINVESTMENT ADVISOR$43,873not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$14,443not reported in the loaded dataset2023

Related Form 5500 pages