2023 Form 5500 filing — Superior Industrial Solutions, Inc. 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 20240906072118NAL0000508259001) for Superior Industrial Solutions, Inc. Retirement Plan, reported by Superior Industrial Solutions, Inc. under EIN 35-0697390 and plan number 001. It reports 410 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)$40MReported net assets$39,978,897
Participants410
Provider compensation$17.3K2 Schedule C row(s)$17,334
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906072118NAL0000508259001
Plan sponsor
Superior Industrial Solutions, Inc.
EIN
35-0697390
Plan number
001
Location
Indianapolis, IN
Received date
not reported in the loaded dataset
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)$40M total assets
Net assets$40MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$0
Participant$2.6M
Full reported line items
Total assets (EOY)
$39,978,897
Total liabilities (EOY)
$0
Net assets (EOY)
$39,978,897
Employer contributions
$0
Participant contributions
$2,618,759
Total income / additions
$8,612,738
Benefits paid
$4,093,681
Administrative expenses
$17,334
Total expenses
$4,111,015
Net increase / (decrease)
$4,501,723

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$15,634not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$1,700$0

Related Form 5500 pages