Plan5500

Sullivan-Palatek, Inc 401(K) Plan — Form 5500 plan (Sullivan-Palatek, 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, Sullivan-Palatek, Inc 401(K) Plan is a benefit plan reported by Sullivan-Palatek, Inc. under EIN 35-2049599 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $7,211,345 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sullivan-Palatek, Inc.
EIN
35-2049599
Plan number
001
Plan type
2
Location
Michigan City, IN
Latest filing year
2023
Participants
227
End-of-year plan assets
$7,211,345

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241009105941NAL0036788018001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,211,345
Total liabilities (EOY)
$0
Net assets (EOY)
$7,211,345
Net assets (BOY)
$6,174,432

Income & contributions

Employer contributions
$83,938
Participant contributions
$704,993
Total contributions
$818,191
Total income / additions
$1,761,664

Expenses & distributions

Benefits paid
$705,252
Administrative expenses
$19,499
Total expenses
$724,751
Net increase / (decrease)
$1,036,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow FinancialNONE$15,994not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$3,505$02023

Related Form 5500 pages