2023 Form 5500 filing — Suburban Enterprises, Inc. Employee Stock Ownership 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 20250616151820NAL0002625858001) for Suburban Enterprises, Inc. Employee Stock Ownership Plan, reported by Suburban Enterprises, Inc. under EIN 39-1186528 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616151820NAL0002625858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suburban Enterprises, Inc.
- EIN
- 39-1186528
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,923,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,923,124
- Employer contributions
- $386,374
- Participant contributions
- $1,311,242
- Total income / additions
- $7,210,258
- Benefits paid
- $1,544,014
- Administrative expenses
- $129,521
- Total expenses
- $1,673,535
- Net increase / (decrease)
- $5,536,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $65,222 | not reported in the loaded dataset |
| Annex Wealth Management | NONE | $32,350 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $16,800 | not reported in the loaded dataset |
| Built Valuations | NONE | $14,500 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |