2023 Form 5500 filing — Silver Birch Living 401(K) Savings 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 20241014103629NAL0013145795001) for Silver Birch Living 401(K) Savings Plan, reported by Silver Birch Services, LLC under EIN 82-3479583 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103629NAL0013145795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Silver Birch Services, LLC
- EIN
- 82-3479583
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,332
- Participant contributions
- $146,184
- Total income / additions
- $213,272
- Benefits paid
- $116,993
- Administrative expenses
- $22,296
- Total expenses
- $139,289
- Net increase / (decrease)
- $73,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $12,650 | $0 |
| Peak Retirement Group | RECORDKEEPER | $8,650 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY- PL | $979 | not reported in the loaded dataset |