2023 Form 5500 filing — The S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing 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 20240729081731NAL0018583537001) for The S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing Plan, reported by The S/L/A/M Collaborative, Inc. under EIN 06-0950562 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729081731NAL0018583537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The S/L/A/M Collaborative, Inc.
- EIN
- 06-0950562
- Plan number
- 001
- Location
- Glastonbury, CT
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,427,956
- Net assets (EOY)
- $65,427,956
- Employer contributions
- $823,177
- Participant contributions
- $2,991,642
- Total income / additions
- $14,237,519
- Benefits paid
- $3,604,526
- Administrative expenses
- $30,247
- Total expenses
- $3,634,773
- Net increase / (decrease)
- $10,602,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $88,353 |
| Wells Thomas LLC | THIRD PARTY ADMINISTRATOR | $0 | $28,625 |
| Morningstar Investment Management | SERVICE PROVIDER | $10,564 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $0 | $9,610 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,942 | $0 |
| Voya Retirement Ins. And Annuity Co | SERVICE PROVIDER | $0 | $0 |