Sonepar Usa 401 (K) Plan — Form 5500 plan (Sonepar Management Us, 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, Sonepar Usa 401 (K) Plan is a benefit plan reported by Sonepar Management Us, Inc under EIN 23-2975775 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,528 participants and $1,037,116,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sonepar Management Us, Inc
- EIN
- 23-2975775
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 11,528
- End-of-year plan assets
- $1,037,116,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,528 | H, C | 20240701073315NAL0003599361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,037,116,403
- Net assets (EOY)
- $1,037,116,403
- Net assets (BOY)
- $798,534,218
Income & contributions
- Employer contributions
- $21,336,853
- Participant contributions
- $63,272,807
- Total contributions
- $90,350,597
- Total income / additions
- $234,120,897
Expenses & distributions
- Benefits paid
- $76,109,600
- Administrative expenses
- $1,139,543
- Total expenses
- $77,315,449
- Net increase / (decrease)
- $156,805,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $849,086 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $145,250 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $58,590 | not reported in the loaded dataset | 2023 |
| Visions, Inc | NONE | $20,050 | not reported in the loaded dataset | 2023 |
| Warren Averett, LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Comperio Retirement Consulting | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Moore And Van Allen Pllc | NONE | $9,250 | not reported in the loaded dataset | 2023 |
| Sonepar Management | NONE | $7,314 | not reported in the loaded dataset | 2023 |
| Ark Wealth Management LLC | NONE | $6,732 | not reported in the loaded dataset | 2023 |
| Mjp Associates Inc | NONE | $6,527 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,532 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sonepar Management Us, Inc
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Visions, Inc — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation
- Comperio Retirement Consulting — Schedule C compensation
- Moore And Van Allen Pllc — Schedule C compensation
- Sonepar Management — Schedule C compensation
- Ark Wealth Management LLC — Schedule C compensation
- Mjp Associates Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation