Plan5500

South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees — 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. Retirement Plan For Elizabethtown And Elkton Gas Employees is a benefit plan reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 005. The latest loaded filing year is 2023. The filing reports 439 participants and $73,922,937 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
005
Plan type
2
Location
Folsom, NJ
Latest filing year
2023
Participants
439
End-of-year plan assets
$73,922,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20241015192243NAL0015313027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,922,937
Total liabilities (EOY)
$88,867
Net assets (EOY)
$73,834,070
Net assets (BOY)
$73,209,255

Income & contributions

Total contributions
$0
Total income / additions
$9,596,025

Expenses & distributions

Benefits paid
$8,142,198
Administrative expenses
$829,012
Total expenses
$8,971,210
Net increase / (decrease)
$624,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greystone ConsultingNONE$185,019not reported in the loaded dataset2023
Bank Of America, NaNONE$123,591not reported in the loaded dataset2023
Willis Towers Watson, Us LLCNONE$120,913not reported in the loaded dataset2023
Bdo Usa, P.C.NONE$39,368not reported in the loaded dataset2023
Matrix Trust CompanyNONE$18,963not reported in the loaded dataset2023

Related Form 5500 pages