R.W. Sidley, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, R.W. Sidley, Inc. (EIN 34-0529112) is a plan sponsor located in Thompson, OH with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0529112
Location
Thompson, OH
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,194,799
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$35,194,799

Contributions & income

Employer contributions
$1,032,494
Participant contributions
$759,774
Total income / additions
$5,441,406

Expenses & distributions

Benefits paid / distributions
$4,269,613
Total expenses
$4,755,556
Net increase / (decrease)
$685,850

Coverage

Total reported participants
764
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

R.W. Sidley, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
R. W. Sidley, Inc. Employees' Retirement Plan001263$19,913,9982023
R.W. Sidley, Inc. 401(K) Plan And Trust002325$15,280,8012023
R.W. Sidley, Inc. Group Benefit Plan501176not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for R.W. Sidley, Inc.
YearPlanParticipantsSchedulesFiling
2023R.W. Sidley, Inc. Group Benefit Plan17620240719101654NAL0007017105001
2023R. W. Sidley, Inc. Employees' Retirement Plan263H, C20241010112902NAL0020898049001
2023R.W. Sidley, Inc. 401(K) Plan And Trust325H, C20241011141625NAL0022018753001

Related Form 5500 pages