2023 Form 5500 filing — Superior Brokerage Services, 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 20241016133300NAL0031861441001) for Superior Brokerage Services, Inc. 401(K) Plan, reported by Superior Brokerage Services, Inc. under EIN 41-1922334 and plan number 001. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016133300NAL0031861441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Superior Brokerage Services, Inc.
- EIN
- 41-1922334
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,100,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,100,682
- Employer contributions
- $626,399
- Participant contributions
- $1,025,447
- Total income / additions
- $3,766,827
- Benefits paid
- $9,707,393
- Administrative expenses
- $176,490
- Total expenses
- $9,883,883
- Net increase / (decrease)
- -$6,117,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass Capital Management, Inc. | NONE | $113,001 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $63,489 | not reported in the loaded dataset |