2023 Form 5500 filing — Sundaram Clayton Usa, LLC - 401(K)
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 20241015163802NAL0058750738001) for Sundaram Clayton Usa, LLC - 401(K), reported by Sundaram Clayton Usa, LLC under EIN 47-5086980 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163802NAL0058750738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sundaram Clayton Usa, LLC
- EIN
- 47-5086980
- Plan number
- 001
- Location
- Ridgeville, SC
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,076,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,076,804
- Employer contributions
- $196,966
- Participant contributions
- $300,501
- Total income / additions
- $622,831
- Benefits paid
- $189,691
- Administrative expenses
- $19,757
- Total expenses
- $209,448
- Net increase / (decrease)
- $413,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $11,116 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $8,641 | $0 |