2023 Form 5500 filing — Sigler Profit Sharing And 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 20240709145130NAL0013797073001) for Sigler Profit Sharing And 401(K) Plan, reported by Russell Sigler, Inc. under EIN 86-0223222 and plan number 002. It reports 884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709145130NAL0013797073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Russell Sigler, Inc.
- EIN
- 86-0223222
- Plan number
- 002
- Location
- Tolleson, AZ
- Participants
- 884
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,524,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,524,208
- Employer contributions
- $6,792,671
- Participant contributions
- $5,995,626
- Total income / additions
- $26,366,774
- Benefits paid
- $4,987,043
- Administrative expenses
- $165,571
- Total expenses
- $5,153,673
- Net increase / (decrease)
- $21,213,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $103,571 | $0 |
| Brighton Jones LLC | ADVISOR | $62,000 | not reported in the loaded dataset |