2023 Form 5500 filing — Suncorp Valuations, Inc. 401(K) 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 20240617153515NAL0001680753001) for Suncorp Valuations, Inc. 401(K) Plan, reported by Suncorp Valuations, Inc. under EIN 88-0496039 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240617153515NAL0001680753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suncorp Valuations, Inc.
- EIN
- 88-0496039
- Plan number
- 001
- Location
- Grafton, WI
- Participants
- 16
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,431,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,431,768
- Employer contributions
- $43,330
- Participant contributions
- $69,567
- Total income / additions
- $369,447
- Benefits paid
- $22,781
- Administrative expenses
- $3,906
- Total expenses
- $26,687
- Net increase / (decrease)
- $342,760
- Schedule source
- Schedule I