2023 Form 5500 filing — South Jersey Industries, Inc. 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 20241014175503NAL0015385827001) for South Jersey Industries, Inc. 401(K) Plan, reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 002. It reports 1,565 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175503NAL0015385827001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- South Jersey Industries, Inc.
- EIN
- 22-1901645
- Plan number
- 002
- Location
- Folsom, NJ
- Participants
- 1,565
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,353,768
- Total liabilities (EOY)
- $457,773
- Net assets (EOY)
- $218,895,995
- Employer contributions
- $5,012,689
- Participant contributions
- $10,771,277
- Total income / additions
- $41,605,079
- Benefits paid
- $34,593,954
- Administrative expenses
- $12,055
- Total expenses
- $34,606,009
- Net increase / (decrease)
- $6,999,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $15,725 | $0 |