Sigler Profit Sharing And 401(K) Plan — Form 5500 plan (Russell Sigler, 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, Sigler Profit Sharing And 401(K) Plan is a benefit plan reported by Russell Sigler, Inc. under EIN 86-0223222 and plan number 002. The latest loaded filing year is 2023. The filing reports 884 participants and $97,524,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Russell Sigler, Inc.
EIN
86-0223222
Plan number
002
Plan type
2
Location
Tolleson, AZ
Latest filing year
2023
Participants
884
End-of-year plan assets
$97,524,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023884H, C20240709145130NAL0013797073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,524,208
Total liabilities (EOY)
$0
Net assets (EOY)
$97,524,208
Net assets (BOY)
$76,311,107

Income & contributions

Employer contributions
$6,792,671
Participant contributions
$5,995,626
Total contributions
$12,913,898
Total income / additions
$26,366,774

Expenses & distributions

Benefits paid
$4,987,043
Administrative expenses
$165,571
Total expenses
$5,153,673
Net increase / (decrease)
$21,213,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$103,571$02023
Brighton Jones LLCADVISOR$62,000not reported in the loaded dataset2023

Related Form 5500 pages