2023 Form 5500 filing — Summit Handling Systems, Inc.401(K) Profit Sharing 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 20241011123047NAL0021853329001) for Summit Handling Systems, Inc.401(K) Profit Sharing Plan, reported by Summit Handling Systems, Inc. under EIN 06-0789485 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123047NAL0021853329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Handling Systems, Inc.
- EIN
- 06-0789485
- Plan number
- 001
- Location
- North Haven, CT
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,208,714
- Net assets (EOY)
- $11,208,714
- Employer contributions
- $236,872
- Participant contributions
- $769,043
- Total income / additions
- $2,495,677
- Benefits paid
- $967,756
- Administrative expenses
- $5,550
- Total expenses
- $973,306
- Net increase / (decrease)
- $1,522,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirment Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |