2023 Form 5500 filing — Service Filtration Corporation 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 20240904104203NAL0040935778001) for Service Filtration Corporation 401(K) Plan, reported by Service Filtration Corporation under EIN 36-2470050 and plan number 002. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904104203NAL0040935778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Filtration Corporation
- EIN
- 36-2470050
- Plan number
- 002
- Location
- Northbrook, IL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,540,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,540,264
- Employer contributions
- $217,871
- Participant contributions
- $820,221
- Total income / additions
- $3,025,879
- Benefits paid
- $2,726,067
- Administrative expenses
- $53,067
- Total expenses
- $2,808,738
- Net increase / (decrease)
- $217,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | AUDITOR | $22,835 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,652 | $0 |
| Raymond James Insurance Group Inc | BROKER/ADVISER | $0 | $7,211 |
| Service Filtration Corp Dba Serfilc | AUDITOR | $6,130 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $4,451 | not reported in the loaded dataset |