2023 Form 5500 filing — Sumco Eco-Contracting 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 20241009134052NAL0037222162001) for Sumco Eco-Contracting 401(K) Plan, reported by Sumco Eco-Contracting, LLC under EIN 26-0135998 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009134052NAL0037222162001
Filing year
2023
Form type
2
Plan sponsor
Sumco Eco-Contracting, LLC
EIN
26-0135998
Plan number
001
Location
Peabody, MA
Participants
141
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,524,565
Net assets (EOY)
$9,524,565
Employer contributions
$549,568
Participant contributions
$299,125
Total income / additions
$2,337,210
Benefits paid
$1,210,040
Administrative expenses
$57,088
Total expenses
$1,287,516
Net increase / (decrease)
$1,049,694
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyRECORDKEEPER$30,561not reported in the loaded dataset
Global Retirement PartnersRIA, RI, IA$26,527not reported in the loaded dataset

Related Form 5500 pages