2023 Form 5500 filing — Site Centers Corp. 401(K) Plan & Trust
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 20240920095701NAL0007258049001) for Site Centers Corp. 401(K) Plan & Trust, reported by Site Centers Corp. under EIN 34-1723097 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920095701NAL0007258049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Site Centers Corp.
- EIN
- 34-1723097
- Plan number
- 001
- Location
- Beachwood, OH
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,708,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,708,907
- Employer contributions
- $762,447
- Participant contributions
- $2,745,289
- Total income / additions
- $12,705,230
- Benefits paid
- $7,363,353
- Administrative expenses
- $35,840
- Total expenses
- $7,399,193
- Net increase / (decrease)
- $5,306,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Enza Financial | CONSULTANT | $49,775 | not reported in the loaded dataset |
| Bober, Markey, Fedorovich & Company | ACCOUNTANT/AUDITOR | $17,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$31,835 | $0 |