Senator International Inc. 401(K) Plan — Form 5500 plan (Senator International Inc., Dba Allermuir)
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, Senator International Inc. 401(K) Plan is a benefit plan reported by Senator International Inc., Dba Allermuir under EIN 20-8744510 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $3,840,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Senator International Inc., Dba Allermuir
- EIN
- 20-8744510
- Plan number
- 001
- Plan type
- 2
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $3,840,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015081359NAL0056588418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,840,759
- Net assets (EOY)
- $3,840,759
- Net assets (BOY)
- $2,637,871
Income & contributions
- Employer contributions
- $231,041
- Participant contributions
- $432,201
- Total contributions
- $840,201
- Total income / additions
- $1,387,668
Expenses & distributions
- Benefits paid
- $157,177
- Administrative expenses
- $27,603
- Total expenses
- $184,780
- Net increase / (decrease)
- $1,202,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth, Inc. | INVESTMENT ADVISOR | $14,981 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $11,542 | $0 | 2023 |
| Pension Innovations& Consulting | ADMINISTRATOR | $1,080 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Senator International Inc., Dba Allermuir
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maumee, OH
- Osaic Wealth, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Pension Innovations& Consulting — Schedule C compensation