Site Centers Corp. 401(K) Plan & Trust — Form 5500 plan (Site Centers Corp.)
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, Site Centers Corp. 401(K) Plan & Trust is a benefit plan reported by Site Centers Corp. under EIN 34-1723097 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $56,708,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Site Centers Corp.
- EIN
- 34-1723097
- Plan number
- 001
- Plan type
- 2
- Location
- Beachwood, OH
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $56,708,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20240920095701NAL0007258049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,708,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,708,907
- Net assets (BOY)
- $51,402,870
Income & contributions
- Employer contributions
- $762,447
- Participant contributions
- $2,745,289
- Total contributions
- $3,531,841
- Total income / additions
- $12,705,230
Expenses & distributions
- Benefits paid
- $7,363,353
- Administrative expenses
- $35,840
- Total expenses
- $7,399,193
- Net increase / (decrease)
- $5,306,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Enza Financial | CONSULTANT | $49,775 | not reported in the loaded dataset | 2023 |
| Bober, Markey, Fedorovich & Company | ACCOUNTANT/AUDITOR | $17,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$31,835 | $0 | 2023 |