2023 Form 5500 filing — Senior Resource Group 401(K) 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 20241011094007NAL0036545120004) for Senior Resource Group 401(K) Retirement Plan, reported by Srg Operating, Inc. under EIN 91-2160583 and plan number 001. It reports 2,624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094007NAL0036545120004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Srg Operating, Inc.
- EIN
- 91-2160583
- Plan number
- 001
- Location
- Solana Beach, CA
- Participants
- 2,624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,971,828
- Net assets (EOY)
- $33,971,828
- Employer contributions
- $1,444,494
- Participant contributions
- $3,932,983
- Total income / additions
- $10,088,065
- Benefits paid
- $4,039,494
- Administrative expenses
- $298,807
- Total expenses
- $4,393,734
- Net increase / (decrease)
- $5,694,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Administrative Fiduciary Services | OTHER | $92,627 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $69,797 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $46,611 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $38,861 | $0 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $28,856 | $0 |
| Ling & Bouman Cpas Llp | OTHER | $14,100 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,955 | $0 |