2023 Form 5500 filing — Sri International Basic Retirement 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 20241010163903NAL0034784832001) for Sri International Basic Retirement Plan, reported by Sri International under EIN 94-1160950 and plan number 001. It reports 5,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163903NAL0034784832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sri International
- EIN
- 94-1160950
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 5,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $851,659,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $851,659,464
- Employer contributions
- $8,761,317
- Participant contributions
- $2,562,579
- Total income / additions
- $119,376,975
- Benefits paid
- $45,708,922
- Administrative expenses
- $163,557
- Total expenses
- $45,874,600
- Net increase / (decrease)
- $73,502,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multnomah Group, Inc | NONE | $96,250 | not reported in the loaded dataset |
| Kilpatrick Townsend & Stockton Llp | NONE | $33,057 | not reported in the loaded dataset |
| Towers Watson Delaware Inc. | NONE | $28,079 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPING | $6,171 | $0 |