2023 Form 5500 filing — Syufy Enterprises 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 20241011155351NAL0039373600001) for Syufy Enterprises Retirement Plan, reported by Syufy Enterprises, L.P. under EIN 94-2167713 and plan number 001. It reports 1,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155351NAL0039373600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Syufy Enterprises, L.P.
- EIN
- 94-2167713
- Plan number
- 001
- Location
- San Rafael, CA
- Participants
- 1,220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,658,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,658,330
- Employer contributions
- $983,295
- Participant contributions
- $2,255,906
- Total income / additions
- $10,880,922
- Benefits paid
- $2,094,394
- Administrative expenses
- $94,467
- Total expenses
- $2,188,861
- Net increase / (decrease)
- $8,692,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $37,467 | $0 |
| Pisenti And Brinker | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset |