South Jersey Industries, Inc. 401(K) Plan — Form 5500 plan (South Jersey Industries, Inc.)

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, South Jersey Industries, Inc. 401(K) Plan is a benefit plan reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,565 participants and $219,353,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Jersey Industries, Inc.
EIN
22-1901645
Plan number
002
Plan type
3
Location
Folsom, NJ
Latest filing year
2023
Participants
1,565
End-of-year plan assets
$219,353,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,565H, C20241014175503NAL0015385827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$219,353,768
Total liabilities (EOY)
$457,773
Net assets (EOY)
$218,895,995
Net assets (BOY)
$211,896,925

Income & contributions

Employer contributions
$5,012,689
Participant contributions
$10,771,277
Total contributions
$16,039,308
Total income / additions
$41,605,079

Expenses & distributions

Benefits paid
$34,593,954
Administrative expenses
$12,055
Total expenses
$34,606,009
Net increase / (decrease)
$6,999,070

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$15,725$02023

Related Form 5500 pages