Suit-Kote Corporation Employees' Retirement Plan — Form 5500 plan (Suit-Kote Corporation)

Plain-English plan 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, Suit-Kote Corporation Employees' Retirement Plan is a benefit plan reported by Suit-Kote Corporation under EIN 16-1177189 and plan number 003. The latest loaded filing year is 2023. The filing reports 967 participants and $74,143,857 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suit-Kote Corporation
EIN
16-1177189
Plan number
003
Plan type
2
Location
Cortland, NY
Latest filing year
2023
Participants
967
End-of-year plan assets
$74,143,857

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023967H, C20241011064449NAL0022320337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,143,857
Total liabilities (EOY)
$0
Net assets (EOY)
$74,143,857
Net assets (BOY)
$67,980,516

Income & contributions

Employer contributions
$1,857,622
Participant contributions
$3,502,722
Total contributions
$5,427,576
Total income / additions
$15,066,407

Expenses & distributions

Benefits paid
$8,729,082
Administrative expenses
$173,984
Total expenses
$8,903,066
Net increase / (decrease)
$6,163,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENT ADVISOR$130,300not reported in the loaded dataset2023
Empower Life & Annuity Insurance CoRECORDKEEPER$31,284$02023
Dannible & Mckee, LlpAUDITOR$12,400not reported in the loaded dataset2023

Related Form 5500 pages