Permaplate 401(K) And Profit Sharing Plan — Form 5500 plan (Siskin Enterprises, 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, Permaplate 401(K) And Profit Sharing Plan is a benefit plan reported by Siskin Enterprises, Inc. under EIN 87-0345206 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $8,119,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Siskin Enterprises, Inc.
EIN
87-0345206
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
149
End-of-year plan assets
$8,119,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240830115946NAL0032036514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,119,475
Total liabilities (EOY)
$0
Net assets (EOY)
$8,119,475
Net assets (BOY)
$6,722,260

Income & contributions

Employer contributions
$445,284
Participant contributions
$801,393
Total contributions
$1,249,392
Total income / additions
$2,554,920

Expenses & distributions

Benefits paid
$1,099,490
Administrative expenses
$24,161
Total expenses
$1,157,705
Net increase / (decrease)
$1,397,215

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$11,377not reported in the loaded dataset2023
United 401(K) Plans IncCONTRACT ADMIN$8,424not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$2,151$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,508not reported in the loaded dataset2023

Related Form 5500 pages