Suburban Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Suburban Enterprises, 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, Suburban Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Suburban Enterprises, Inc. under EIN 39-1186528 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $26,923,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suburban Enterprises, Inc.
- EIN
- 39-1186528
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $26,923,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250616151820NAL0002625858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,923,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,923,124
- Net assets (BOY)
- $21,386,401
Income & contributions
- Employer contributions
- $386,374
- Participant contributions
- $1,311,242
- Total contributions
- $1,747,888
- Total income / additions
- $7,210,258
Expenses & distributions
- Benefits paid
- $1,544,014
- Administrative expenses
- $129,521
- Total expenses
- $1,673,535
- Net increase / (decrease)
- $5,536,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $65,222 | not reported in the loaded dataset | 2023 |
| Annex Wealth Management | NONE | $32,350 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Built Valuations | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suburban Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Annex Wealth Management — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Built Valuations — Schedule C compensation
- Matrix Trust Company — Schedule C compensation