South Jersey Industries, Inc. Post-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. Post-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 510. The latest loaded filing year is 2023. The filing reports 381 participants and $19,901,714 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
- 510
- Plan type
- 2
- Location
- Folsom, NJ
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $19,901,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20240403193722NAL0015014561001 |
| 2023 | 464 | H, C | 20240328171627NAL0005620112001 |
| 2023 | 420 | H, C | 20240328180541NAL0002470563001 |
| 2023 | 521 | H, C | 20241015194837NAL0015341827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,095,755
- Total liabilities (EOY)
- $340,627
- Net assets (EOY)
- $20,755,128
- Net assets (BOY)
- $18,007,085
Income & contributions
- Employer contributions
- $402,058
- Participant contributions
- $228,860
- Total contributions
- $630,918
- Total income / additions
- $3,890,281
Expenses & distributions
- Benefits paid
- $1,030,626
- Administrative expenses
- $111,612
- Total expenses
- $1,142,238
- Net increase / (decrease)
- $2,748,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo Usa, P.C. | NONE | $78,362 | not reported in the loaded dataset | 2023 |
| Greystone Consulting | NONE | $53,262 | not reported in the loaded dataset | 2023 |
| Greystone Consulting | NONE | $51,851 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Greystone Consulting | NONE | $23,545 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $22,400 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $5,227 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Jersey Industries, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Folsom, NJ
- Bdo Usa, P.C. — Schedule C compensation
- Greystone Consulting — Schedule C compensation
- Matrix Trust Company — Schedule C compensation