Siteone Savings And Investment Plan — Form 5500 plan (Siteone Landscape Supply)
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, Siteone Savings And Investment Plan is a benefit plan reported by Siteone Landscape Supply under EIN 36-4485550 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,573 participants and $436,836,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siteone Landscape Supply
- EIN
- 36-4485550
- Plan number
- 002
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 7,573
- End-of-year plan assets
- $436,836,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,573 | H, C | 20240719155958NAL0007515313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $436,836,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $436,836,190
- Net assets (BOY)
- $334,481,576
Income & contributions
- Employer contributions
- $16,029,797
- Participant contributions
- $36,030,287
- Total contributions
- $59,009,602
- Total income / additions
- $129,977,523
Expenses & distributions
- Benefits paid
- $27,209,978
- Administrative expenses
- $348,832
- Total expenses
- $27,622,909
- Net increase / (decrease)
- $102,354,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $210,750 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $70,000 | not reported in the loaded dataset | 2023 |
| Windham Brannon Pc | ACCOUNTANT/AUDITOR | $45,000 | not reported in the loaded dataset | 2023 |
| Mentoro Financial Educators | INVESTMENT ADVISOR | $14,100 | not reported in the loaded dataset | 2023 |
| Flimp Communications | OTHER SERVICES | $5,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siteone Landscape Supply
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Roswell, GA
- Fidelity Investments Institutional — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Windham Brannon Pc — Schedule C compensation
- Mentoro Financial Educators — Schedule C compensation
- Flimp Communications — Schedule C compensation