2023 Form 5500 filing — Sirchie 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 20241015140657NAL0029911969001) for Sirchie 401(K) Plan, reported by Sirchie Acquisition Company, LLC under EIN 26-1186682 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140657NAL0029911969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sirchie Acquisition Company, LLC
- EIN
- 26-1186682
- Plan number
- 001
- Location
- Youngsville, NC
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,126,733
- Total liabilities (EOY)
- $11,044
- Net assets (EOY)
- $4,115,689
- Employer contributions
- $51,445
- Participant contributions
- $172,719
- Total income / additions
- $956,425
- Benefits paid
- $456,168
- Administrative expenses
- $22,906
- Total expenses
- $479,074
- Net increase / (decrease)
- $477,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quantitative Process, LLC | BROKER | $12,989 | not reported in the loaded dataset |
| The Vanguard Group,Inc. | RECORDKEEPER | $12,220 | not reported in the loaded dataset |