2023 Form 5500 filing — Sutherlin Management, 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 20241015085524NAL0016014915001) for Sutherlin Management, Inc. 401(K) Plan, reported by Sutherlin Management, Inc. under EIN 58-2149495 and plan number 001. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085524NAL0016014915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutherlin Management, Inc.
- EIN
- 58-2149495
- Plan number
- 001
- Location
- Wetumpka, AL
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,693,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,693,216
- Employer contributions
- $108,761
- Participant contributions
- $934,505
- Total income / additions
- $1,887,153
- Benefits paid
- $2,270,980
- Administrative expenses
- $40,116
- Total expenses
- $2,414,477
- Net increase / (decrease)
- -$527,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,087 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,029 | not reported in the loaded dataset |