2023 Form 5500 filing — Sorenson Lighted Controls Inc. 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 20240809093337NAL0006098513001) for Sorenson Lighted Controls Inc. 401(K) Plan, reported by Sorenson Lighted Controls Inc. under EIN 06-0774226 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,360,216
Participants145
Provider compensation$36.5K3 Schedule C row(s)$36,528
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240809093337NAL0006098513001
Plan sponsor
Sorenson Lighted Controls Inc.
EIN
06-0774226
Plan number
001
Location
Lakeland, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$153.1K
Benefits paid / distributions$119K
Contributions
Employer$83K
Participant$512.2K
Full reported line items
Total assets (EOY)
$6,360,216
Total liabilities (EOY)
$0
Net assets (EOY)
$6,360,216
Employer contributions
$83,033
Participant contributions
$512,171
Total income / additions
$1,459,780
Benefits paid
$118,955
Administrative expenses
$34,179
Total expenses
$153,134
Net increase / (decrease)
$1,306,646
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $16.4K · Indirect $2.4K
  2. 2
    Adp, Inc.$17.7K
    RECORD KEEPER · Direct $17.7K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809093337NAL0006098513001 cover?
It is the 2023 Form 5500 filing for Sorenson Lighted Controls Inc. 401(K) Plan, reported by Sorenson Lighted Controls Inc. (EIN 06-0774226).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages