2023 Form 5500 filing — Sci Union 401(K) Retirement Savings 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 20241002131751NAL0008307633001) for Sci Union 401(K) Retirement Savings Plan, reported by Service Corporation Intl under EIN 74-1488375 and plan number 003. It reports 335 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)$12MReported net assets$12,037,740
Participants335
Provider compensation$9.9K2 Schedule C row(s)$9,890
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002131751NAL0008307633001
Plan sponsor
Service Corporation Intl
EIN
74-1488375
Plan number
003
Location
Houston, TX
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)$12M total assets
Net assets$12MLiabilities
Money in vs. money out
Total income / additions$2.9M
Total expenses$625.5K
Benefits paid / distributions$615.6K
Contributions
Employer$410.2K
Participant$712.5K
Full reported line items
Total assets (EOY)
$12,037,740
Net assets (EOY)
$12,037,740
Employer contributions
$410,243
Participant contributions
$712,543
Total income / additions
$2,866,773
Benefits paid
$615,559
Administrative expenses
$9,965
Total expenses
$625,524
Net increase / (decrease)
$2,241,249
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $9.9K
  2. 2
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages