Superior Consolidated Industries, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Superior Consolidated Industries, 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 Consolidated Industries, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Superior Consolidated Industries, Inc. under EIN 37-1135221 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,020 participants and $45,056,578 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.1MPlan net assets, end of year$45,056,578
Participants2KCovered participants reported2,020
Assets / participant$22.3KComputed: assets ÷ participants$22,305 (computed)
Provider compensationNone reported
Plan sponsor
Superior Consolidated Industries, Inc.
EIN
37-1135221
Plan number
001
Plan type
2
Location
Peoria, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,020H20241008114300NAL0009600819001
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)$45.1M total assets
Net assets$45.1MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$4.9M
Benefits paid / distributions$4.9M
Contributions
Employer$5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$45,056,578
Total liabilities (EOY)
$0
Net assets (EOY)
$45,056,578
Net assets (BOY)
$46,573,117

Income & contributions

Employer contributions
$4,992,462
Total contributions
$4,992,462
Total income / additions
$3,409,122

Expenses & distributions

Benefits paid
$4,925,661
Administrative expenses
$0
Total expenses
$4,925,661
Net increase / (decrease)
-$1,516,539
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.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income144%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages