2023 Form 5500 filing — Sumiriko Tennessee, Inc. 401(K) 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 20241007100725NAL0015912433001) for Sumiriko Tennessee, Inc. 401(K) Savings Plan, reported by Sumiriko Tennessee, Inc. under EIN 31-1474377 and plan number 002. It reports 1,864 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)$24.2MReported net assets$24,232,253
Participants1.9K1,864
Provider compensation$77.9K2 Schedule C row(s)$77,870
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007100725NAL0015912433001
- Plan sponsor
- Sumiriko Tennessee, Inc.
- EIN
- 31-1474377
- Plan number
- 002
- Location
- Tazewell, TN
- 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)$24.2M total assets
Net assets$24.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,232,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,232,253
- Employer contributions
- $1,431,133
- Participant contributions
- $1,977,895
- Total income / additions
- $5,779,011
- Benefits paid
- $3,618,177
- Administrative expenses
- $77,870
- Total expenses
- $3,694,196
- Net increase / (decrease)
- $2,084,815
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Saunders Cook & Searle Asset Mgt | INVESTMENT ADVISOR | $77,870 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |