Situsamc 401(K) Plan — Form 5500 plan (Situsamc Holdings Corp.)

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, Situsamc 401(K) Plan is a benefit plan reported by Situsamc Holdings Corp. under EIN 84-2147948 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,450 participants and $170,446,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Situsamc Holdings Corp.
EIN
84-2147948
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
3,450
End-of-year plan assets
$170,446,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,450H, C20240711141758NAL0010496579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,446,532
Total liabilities (EOY)
$0
Net assets (EOY)
$170,446,532
Net assets (BOY)
$134,912,245

Income & contributions

Employer contributions
$7,834,926
Participant contributions
$19,546,478
Total contributions
$29,532,688
Total income / additions
$56,300,265

Expenses & distributions

Benefits paid
$20,429,284
Administrative expenses
$336,694
Total expenses
$20,765,978
Net increase / (decrease)
$35,534,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$243,775$02023
Mbg RetirementNONE$70,000not reported in the loaded dataset2023
Mcconnell And JonesNONE$23,000not reported in the loaded dataset2023

Related Form 5500 pages