2023 Form 5500 filing — Sussex Im 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 20240925160704NAL0015016385001) for Sussex Im 401(K) Plan, reported by Sussex Im, Inc. under EIN 90-0508625 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925160704NAL0015016385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sussex Im, Inc.
- EIN
- 90-0508625
- Plan number
- 001
- Location
- Sussex, WI
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,077,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,077,265
- Employer contributions
- $629,938
- Participant contributions
- $1,097,805
- Total income / additions
- $8,610,701
- Benefits paid
- $4,564,852
- Administrative expenses
- $25,485
- Total expenses
- $4,601,806
- Net increase / (decrease)
- $4,008,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Envestnet Retirement Solutions, LLC | OTHER | $13,751 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,734 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |
| Gwfs Equities Inc | SHAREHOLDER SERVICING | $0 | $0 |