2023 Form 5500 filing — Southern Research Institute 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 20241010150623NAL0040591938001) for Southern Research Institute 401(K) Plan, reported by Southern Research Institute under EIN 63-0288868 and plan number 002. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150623NAL0040591938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Research Institute
- EIN
- 63-0288868
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,643,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,643,948
- Employer contributions
- $1,555,250
- Participant contributions
- $1,344,870
- Total income / additions
- $17,333,917
- Benefits paid
- $12,312,504
- Administrative expenses
- $266,071
- Total expenses
- $12,578,575
- Net increase / (decrease)
- $4,755,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $200,571 | $0 |
| Sageview Advisory Group | NONE | $65,500 | not reported in the loaded dataset |