Ssi Fire & Life Safety 401(K) Plan — Form 5500 plan (Ssi Fire & Life Safety Holdings 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, Ssi Fire & Life Safety 401(K) Plan is a benefit plan reported by Ssi Fire & Life Safety Holdings LLC under EIN 87-2699975 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $7,218,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ssi Fire & Life Safety Holdings LLC
- EIN
- 87-2699975
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $7,218,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241015164439NAL0016903299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,218,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,218,360
- Net assets (BOY)
- $5,145,873
Income & contributions
- Employer contributions
- $552,799
- Participant contributions
- $760,853
- Total contributions
- $1,598,197
- Total income / additions
- $2,383,743
Expenses & distributions
- Benefits paid
- $259,643
- Administrative expenses
- $51,613
- Total expenses
- $311,256
- Net increase / (decrease)
- $2,072,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,300 | $0 | 2023 |
| Duncan Williams Asset Management | ADVISOR | $16,312 | not reported in the loaded dataset | 2023 |