2023 Form 5500 filing — Suzuki School Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603140512NAL0031534416001) for Suzuki School Retirement Savings Plan, reported by Suzuki Services, LLC under EIN 81-3333713 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240603140512NAL0031534416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suzuki Services, LLC
- EIN
- 81-3333713
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $15,113
- Participant contributions
- $18,270
- Total income / additions
- $199,852
- Benefits paid
- $1,804,325
- Administrative expenses
- $7,959
- Total expenses
- $1,812,284
- Net increase / (decrease)
- -$1,612,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $7,152 | $0 |
| Monterey Financial Partners | INVESTMENT ADVISOR | $3,672 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $2,606 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,389 | not reported in the loaded dataset |