2023 Form 5500 filing — Salina Vortex Employees' Retirement 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 20240805081106NAL0002335218001) for Salina Vortex Employees' Retirement Plan, reported by Salina Vortex Corp. under EIN 48-0864772 and plan number 001. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805081106NAL0002335218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salina Vortex Corp.
- EIN
- 48-0864772
- Plan number
- 001
- Location
- Salina, KS
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,763,244
- Total liabilities (EOY)
- $2,372
- Net assets (EOY)
- $22,760,872
- Employer contributions
- $838,716
- Participant contributions
- $1,546,841
- Total income / additions
- $6,177,160
- Benefits paid
- $1,544,270
- Administrative expenses
- $97,719
- Total expenses
- $1,641,989
- Net increase / (decrease)
- $4,535,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $56,320 | $0 |
| Moneta Grp. Investment Advisors LLC | ADVISOR | $34,086 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $7,313 | $0 |