2023 Form 5500 filing — Siteone Savings And Investment 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 20240719155958NAL0007515313001) for Siteone Savings And Investment Plan, reported by Siteone Landscape Supply under EIN 36-4485550 and plan number 002. It reports 7,573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719155958NAL0007515313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siteone Landscape Supply
- EIN
- 36-4485550
- Plan number
- 002
- Location
- Roswell, GA
- Participants
- 7,573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $436,836,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $436,836,190
- Employer contributions
- $16,029,797
- Participant contributions
- $36,030,287
- Total income / additions
- $129,977,523
- Benefits paid
- $27,209,978
- Administrative expenses
- $348,832
- Total expenses
- $27,622,909
- Net increase / (decrease)
- $102,354,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $210,750 | $0 |
| Lpl Financial LLC | ADVISOR | $70,000 | not reported in the loaded dataset |
| Windham Brannon Pc | ACCOUNTANT/AUDITOR | $45,000 | not reported in the loaded dataset |
| Mentoro Financial Educators | INVESTMENT ADVISOR | $14,100 | not reported in the loaded dataset |
| Flimp Communications | OTHER SERVICES | $5,200 | not reported in the loaded dataset |