Sfs Group Usa 401(K) Plan — Form 5500 plan (Sfs Group Usa, 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, Sfs Group Usa 401(K) Plan is a benefit plan reported by Sfs Group Usa, Inc. under EIN 23-2332520 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,864 participants and $106,568,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sfs Group Usa, Inc.
EIN
23-2332520
Plan number
002
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
1,864
End-of-year plan assets
$106,568,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,864H, C20241014111920NAL0044299248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,568,156
Total liabilities (EOY)
$0
Net assets (EOY)
$106,568,156
Net assets (BOY)
$95,588,177

Income & contributions

Employer contributions
$3,036,825
Participant contributions
$6,212,777
Total contributions
$10,063,109
Total income / additions
$23,568,262

Expenses & distributions

Benefits paid
$12,465,498
Administrative expenses
$121,174
Total expenses
$12,588,283
Net increase / (decrease)
$10,979,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$117,151$02023

Related Form 5500 pages