Superior Industrial Solutions, Inc. Retirement Plan — Form 5500 plan (Superior Industrial Solutions, 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, Superior Industrial Solutions, Inc. Retirement Plan is a benefit plan reported by Superior Industrial Solutions, Inc. under EIN 35-0697390 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $39,978,897 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$40MPlan net assets, end of year$39,978,897
Participants410Covered participants reported
Assets / participant$97.5KComputed: assets ÷ participants$97,510 (computed)
Provider compensation$17.3K2 Schedule C provider row(s)$17,334
- Plan sponsor
- Superior Industrial Solutions, Inc.
- EIN
- 35-0697390
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240906072118NAL0000508259001 |
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)$40M total assets
Net assets$40MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,978,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,978,897
- Net assets (BOY)
- $33,114,620
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,618,759
- Total contributions
- $2,692,259
- Total income / additions
- $8,612,738
Expenses & distributions
- Benefits paid
- $4,093,681
- Administrative expenses
- $17,334
- Total expenses
- $4,111,015
- Net increase / (decrease)
- $4,501,723
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $15,634 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,700 | $0 | 2023 |