Sumiriko Tennessee, Inc. 401(K) Savings Plan — Form 5500 plan (Sumiriko Tennessee, 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, Sumiriko Tennessee, Inc. 401(K) Savings Plan is a benefit plan reported by Sumiriko Tennessee, Inc. under EIN 31-1474377 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,864 participants and $24,232,253 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$24.2MPlan net assets, end of year$24,232,253
Participants1.9KCovered participants reported1,864
Assets / participant$13KComputed: assets ÷ participants$13,000 (computed)
Provider compensation$77.9K2 Schedule C provider row(s)$77,870
- Plan sponsor
- Sumiriko Tennessee, Inc.
- EIN
- 31-1474377
- Plan number
- 002
- Plan type
- 2
- Location
- Tazewell, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,864 | H, C | 20241007100725NAL0015912433001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$24.2M total assets
Net assets$24.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $24,232,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,232,253
- Net assets (BOY)
- $22,147,438
Income & contributions
- Employer contributions
- $1,431,133
- Participant contributions
- $1,977,895
- Total contributions
- $3,558,325
- Total income / additions
- $5,779,011
Expenses & distributions
- Benefits paid
- $3,618,177
- Administrative expenses
- $77,870
- Total expenses
- $3,694,196
- Net increase / (decrease)
- $2,084,815
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Saunders Cook & Searle Asset Mgt | INVESTMENT ADVISOR | $77,870 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |