Plan5500

R.W. Sidley, Inc. 401(K) Plan And Trust — 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. 401(K) Plan And Trust is a benefit plan reported by R.W. Sidley, Inc. under EIN 34-0529112 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $15,280,801 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
002
Plan type
2
Location
Thompson, OH
Latest filing year
2023
Participants
325
End-of-year plan assets
$15,280,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241011141625NAL0022018753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,280,801
Total liabilities (EOY)
$0
Net assets (EOY)
$15,280,801
Net assets (BOY)
$14,212,772

Income & contributions

Employer contributions
$529,023
Participant contributions
$759,774
Total contributions
$1,322,450
Total income / additions
$3,141,761

Expenses & distributions

Benefits paid
$2,026,838
Administrative expenses
$26,244
Total expenses
$2,073,732
Net increase / (decrease)
$1,068,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,369$02023

Related Form 5500 pages