Sis 401(K) Plan — Form 5500 plan (Security Industry Specialists, 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, Sis 401(K) Plan is a benefit plan reported by Security Industry Specialists, Inc. under EIN 95-4751935 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,856 participants and $44,812,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security Industry Specialists, Inc.
EIN
95-4751935
Plan number
001
Plan type
2
Location
Culver City, CA
Latest filing year
2023
Participants
2,856
End-of-year plan assets
$44,812,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,856H, C20241014182149NAL0015412483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,812,912
Total liabilities (EOY)
$0
Net assets (EOY)
$44,812,912
Net assets (BOY)
$35,227,915

Income & contributions

Employer contributions
$731,801
Participant contributions
$8,668,890
Total contributions
$9,691,607
Total income / additions
$16,520,050

Expenses & distributions

Benefits paid
$6,698,788
Administrative expenses
$197,800
Total expenses
$6,935,053
Net increase / (decrease)
$9,584,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$197,800$02023
Wealthsource ManagementINVESTMENT ADVISOR$0$75,9082023

Related Form 5500 pages