Superior Electric Great Lakes 401(K) Plan — Form 5500 plan (Superior Electric Great Lakes Company)

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, Superior Electric Great Lakes 401(K) Plan is a benefit plan reported by Superior Electric Great Lakes Company under EIN 31-1330769 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $24,197,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Electric Great Lakes Company
EIN
31-1330769
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
149
End-of-year plan assets
$24,197,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240809131921NAL0003468451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,197,420
Total liabilities (EOY)
$0
Net assets (EOY)
$24,197,420
Net assets (BOY)
$18,627,216

Income & contributions

Employer contributions
$1,911,775
Participant contributions
$2,044,455
Total contributions
$5,709,119
Total income / additions
$9,377,815

Expenses & distributions

Benefits paid
$3,754,311
Administrative expenses
$53,300
Total expenses
$3,807,611
Net increase / (decrease)
$5,570,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustN/A$39,836not reported in the loaded dataset2023
Sentinel Benefits Group, Inc.N/A$18,523not reported in the loaded dataset2023
Charles Schwab Trust CompanyN/A$8,337not reported in the loaded dataset2023

Related Form 5500 pages