Plan5500

R. W. Sidley, Inc. Employees' Retirement Plan — Form 5500 plan (R.W. Sidley, 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, R. W. Sidley, Inc. Employees' Retirement Plan is a benefit plan reported by R.W. Sidley, Inc. under EIN 34-0529112 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $19,913,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.W. Sidley, Inc.
EIN
34-0529112
Plan number
001
Plan type
2
Location
Thompson, OH
Latest filing year
2023
Participants
263
End-of-year plan assets
$19,913,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241010112902NAL0020898049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,913,998
Total liabilities (EOY)
$0
Net assets (EOY)
$19,913,998
Net assets (BOY)
$20,296,177

Income & contributions

Employer contributions
$503,471
Participant contributions
$0
Total contributions
$503,471
Total income / additions
$2,299,645

Expenses & distributions

Benefits paid
$2,242,775
Administrative expenses
$439,049
Total expenses
$2,681,824
Net increase / (decrease)
-$382,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan SecuritiesNONE$131,362not reported in the loaded dataset2023
Agilis Partners LLCNONE$79,842not reported in the loaded dataset2023
Key Bank TrustNONE$23,873not reported in the loaded dataset2023

Related Form 5500 pages