2023 Form 5500 filing — Permaplate 401(K) 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 20240830115946NAL0032036514001) for Permaplate 401(K) And Profit Sharing Plan, reported by Siskin Enterprises, Inc. under EIN 87-0345206 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240830115946NAL0032036514001
Filing year
2023
Form type
2
Plan sponsor
Siskin Enterprises, Inc.
EIN
87-0345206
Plan number
001
Location
Salt Lake City, UT
Participants
149
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,119,475
Total liabilities (EOY)
$0
Net assets (EOY)
$8,119,475
Employer contributions
$445,284
Participant contributions
$801,393
Total income / additions
$2,554,920
Benefits paid
$1,099,490
Administrative expenses
$24,161
Total expenses
$1,157,705
Net increase / (decrease)
$1,397,215
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCINVESTMENT ADVISOR$11,377not reported in the loaded dataset
United 401(K) Plans IncCONTRACT ADMIN$8,424not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$2,151$0
Empower Advisory Group, LLCINVESTMENT MGMT$1,508not reported in the loaded dataset

Related Form 5500 pages