2023 Form 5500 filing — Sfs Group Usa 401(K) 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 20241014111920NAL0044299248001) for Sfs Group Usa 401(K) Plan, reported by Sfs Group Usa, Inc. under EIN 23-2332520 and plan number 002. It reports 1,864 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014111920NAL0044299248001
Filing year
2023
Form type
2
Plan sponsor
Sfs Group Usa, Inc.
EIN
23-2332520
Plan number
002
Location
Wyomissing, PA
Participants
1,864
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$106,568,156
Total liabilities (EOY)
$0
Net assets (EOY)
$106,568,156
Employer contributions
$3,036,825
Participant contributions
$6,212,777
Total income / additions
$23,568,262
Benefits paid
$12,465,498
Administrative expenses
$121,174
Total expenses
$12,588,283
Net increase / (decrease)
$10,979,979
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$117,151$0

Related Form 5500 pages