2023 Form 5500 filing — Situsamc 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 20240711141758NAL0010496579001) for Situsamc 401(K) Plan, reported by Situsamc Holdings Corp. under EIN 84-2147948 and plan number 002. It reports 3,450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711141758NAL0010496579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Situsamc Holdings Corp.
- EIN
- 84-2147948
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 3,450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,446,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,446,532
- Employer contributions
- $7,834,926
- Participant contributions
- $19,546,478
- Total income / additions
- $56,300,265
- Benefits paid
- $20,429,284
- Administrative expenses
- $336,694
- Total expenses
- $20,765,978
- Net increase / (decrease)
- $35,534,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $243,775 | $0 |
| Mbg Retirement | NONE | $70,000 | not reported in the loaded dataset |
| Mcconnell And Jones | NONE | $23,000 | not reported in the loaded dataset |