2023 Form 5500 filing — Sitex Corporation Team Members Retirement 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 20241223112127NAL0005850435001) for Sitex Corporation Team Members Retirement Plan, reported by Sitex Corporation under EIN 61-0623806 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223112127NAL0005850435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sitex Corporation
- EIN
- 61-0623806
- Plan number
- 001
- Location
- Henderson, KY
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,231,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,231,487
- Employer contributions
- $190,038
- Participant contributions
- $362,718
- Total income / additions
- $1,227,099
- Benefits paid
- $262,873
- Administrative expenses
- $55,390
- Total expenses
- $318,263
- Net increase / (decrease)
- $908,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Trust Company N.A. | RECORDKEEPER | $27,011 | $1,828 |
| Hilliard Lyons | FINANCIAL ADVISOR | $22,986 | not reported in the loaded dataset |
| Trinity Pension Consultants | TPA | $4,500 | not reported in the loaded dataset |